Michael
Steinhardt
Kestra Advisory Services, LLC
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About this Advisor
Michael Steinhardt is a chartered financial consultant operating in Pikesville, Maryland who has 7 years of relevant experience. Steinhardt is currently employed by Kestra Advisory Services, LLC. During their career, the advisor has held roles at Steinhardt Financial Group, Nfp Securities Inc, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Steinhardt maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Maryland. Kestra Advisory Services, LLC is a registered investment company that has its headquarters in Austin, TX. The company has offices in 544 locations and a total of 1,311 advisors. It administers $42 billion in assets under management across its 140,407 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 132 charities and foundations. Of its 140,407 accounts, 17% are associated with high-net-worth clients who have at least $1 million in assets. The advisory firm performs 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. Fees charged by financial advisors usually depend on which services are offered. However, fee types billed by Kestra Advisory Services, LLC most likely include some combination of 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
Michael Steinhardt Work History
Michael has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Steinhardt Financial Group
Kestra Investment Services, LLC
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.
Disclosures
Please visit the SEC profile of Michael Steinhardt 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
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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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