Kestra Advisory Services, LLC

Investment Advisor
in Longwood, FL

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About this Advisor

Bruce Udell is a chartered financial consultant operating out of Longwood, Florida with a total of 7 years of relevant experience. Udell is currently employed by Kestra Advisory Services, LLC. During their career, Udell has held roles at Udell Associates, First Financial Resources, Securities America, Inc, Retirement Wealth Specialists, Nfp Securities, Inc, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Udell has a Series 63 license, which qualifies them as a securities broker, and is approved to serve investors in Florida. Kestra Advisory Services, LLC is a business that has its headquarters in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 people on staff. It controls $42 billion in assets across its 140,407 accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 132 charities and foundations. Of its 140,407 accounts, 17% belong to high-net-worth clients who have greater than $1 million in investable assets. Kestra Advisory Services, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees typically vary depending on the type of services offered. Fee types billed by Kestra Advisory Services, LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

407 Wekiva Springs Road Ste# 247
Longwood, FL 32779

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management


FL Average: $3,042,739,679
Total Number of Employees


FL Average: 49
Total Number of Accounts


FL Average: 2,315
Average Account Size


FL Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Bruce Udell Work History

Bruce has been registered as a financial advisor for 7 years.*

2016 - Present (7 years)

Kestra Advisory Services, LLC

2001 - Present (22 years)

Kestra Investment Services, LLC

2000 - Present (23 years)

Retirement Wealth Specialists

1993 - Present (30 years)

Securities America, Inc

1988 - Present (35 years)

First Financial Resources

1976 - Present (47 years)

Udell Associates

2001 - 2016 (15 years)

Nfp Securities, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Bruce Udell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kestra Advisory Services, LLC

Jacob Kogler
Saint Paul, MN
Marissa Griebel
Austin, TX
Eloisa Vela
Austin, TX
Charles Campbell
Charlotte, NC
Michael Csedrik
Paramus, NJ
Clinton Miller
Canton, OH
Jacob Rinvelt
Grand Rapids, MI
Stanton Wheeler
Saint Augustine, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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