Samantha
Verzi

Kestra Private Wealth Services, LLC

CRD#6104673
Investment Advisor
in Melbourne, FL

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About this Advisor

Samantha Verzi is a financial advisor who works out of Melbourne, Florida, with 4 years of relevant experience. Verzi works at Kestra Private Wealth Services, LLC. Throughout their career, Verzi has worked at Morgan Stanley, Bed Bath & Beyond, Kestra Investment Services, Kestra Private Wealth Services and Ubs Financial Services Inc. Verzi has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Kestra Private Wealth Services, LLC is an advisory business based out of Austin, TX. The company has offices in 42 locations and a total of 119 employees. It handles $5 billion in assets under management between its 14,374 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 15 charitable organizations. Of its 14,374 customer accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets. Kestra Private Wealth Services, LLC has a wide array 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 largely depend on which services the firm provides the client. Fee types billed by Kestra Private Wealth Services, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

304 S. Harbor City Blvd Suite 200
Melbourne, FL 32901

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Kestra Private Wealth Services, LLC Brokerage Details

Total Assets Under Management

$4,480,017,320

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

119

FL Average: 49
Total Number of Accounts

14,374

FL Average: 2,315
Average Account Size

$311,675

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

Samantha Verzi Work History

Samantha has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Kestra Investment Services

2019 - Present (5 years)

Kestra Private Wealth Services

2015 - 2019 (4 years)

Ubs Financial Services Inc

2012 - 2015 (3 years)

Morgan Stanley

2008 - 2013 (5 years)

Bed Bath & Beyond

*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.

Disclosures

Please visit the SEC profile of Samantha Verzi 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 Private Wealth Services, LLC

Krista Murray
Brea, CA
Benjamin Mcdonald
Huntersville, NC
Mark Yadron
Austin, TX
Amir Dadabhoy
Huntersville, NC
Ricardo Montejano
Clinton, MT
Mark Vigil
Carlsbad, CA
Kylee Oneil
Austin, TX

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 profile-compliance@smartasset.com.

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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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