Suzanne
Stopa
Kestra Advisory Services, LLC
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About this Advisor
Suzanne Stopa is a financial advisor operating in Melbourne, Florida who has 1 year of industry experience. Stopa is an advisor for Kestra Advisory Services, LLC. During their career, Stopa has held roles at Proequities, Inc, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Stopa has Series 63, Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Florida and Texas. Kestra Advisory Services, LLC is an advisory company based in Austin, TX. It has offices in 544 locations and a total of 1,311 financial advisors. It has $42 billion in total assets among its 140,407 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 140,407 client accounts, 17% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Kestra Advisory Services, LLC offers a wide assortment 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. Fees charged by financial advisors largely are based on the type of services. Fee types billed by Kestra Advisory Services, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Suzanne Stopa Work History
Suzanne has been registered as a financial advisor for 1 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Proequities, Inc
Proequities, 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.
Disclosures
Please visit the SEC profile of Suzanne Stopa to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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