Zachary
Weisenthal
Kestra Advisory Services, LLC
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About this Advisor
Zachary Weisenthal is a financial advisor based in Columbia, Maryland, working with Kestra Advisory Services, LLC. Zachary has previously held positions at The Scion Group, Asset Living, Towson University - English Language Center, California Tortilla, Bennett Creek Animal Hospital, Kestra Investment Services, LLC, Towson University, Sherwood High School, Farquhar Middle School, and Kestra Advisory Services, LLC. Zachary has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Zachary is part of Kestra Advisory Services, LLC, which operates out of Columbia, Maryland. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$48,324,319,629
1,266
140,425
$344,129
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
Zachary Weisenthal Work History
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
The Scion Group
Asset Living
Towson University - English Language Center
Towson University
California Tortilla
Bennett Creek Animal Hospital
Sherwood High School
Farquhar Middle School
Disclosures
Please visit the SEC profile of Zachary Weisenthal 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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Newport Beach, CA
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