Kestra Advisory Services, LLC
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About this Advisor
Adam Miloro is a certified financial planner working in Boston, Massachusetts, who has been in the industry for 11 years. Miloro is an advisor for Kestra Advisory Services, LLC. Over the course of their career, Miloro has held roles at Nrp Financial, Inc, Lpl Financial LLC, Independent Financial Partners, Nfp Securities, Inc and Kestra Financial Services, Inc. Miloro holds a Series 63 license, which qualifies them as a securities broker, and is approved to operate in Massachusetts. Kestra Advisory Services, LLC is a registered investment company that has its headquarters in Boston, Massachusetts. The firm has offices in 513 locations and a total of 1,231 employees. It controls $20 billion in assets under management among its 75,277 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to 84 charities and foundations. Of its 75,277 client accounts, just 12% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely vary depending on the type of financial services offered. Fee types charged by Kestra Advisory Services, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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
Adam Miloro Work History
Adam has 11 years of experience.
Kestra Financial Services, Inc
Independent Financial Partners
Lpl Financial LLC
Nfp Securities, Inc
Nrp Financial, Inc
Adam Miloro has no disclosures.
Please visit their SEC profile for more details.