Adam
Miloro

Kestra Advisory Services, LLC

CRD#4664430
Investment Advisor
in Boston, MA
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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

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

116 Huntington Avenue
Boston, MA 02116

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

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

1,231

MA Average: 49
Total Number of Accounts

75,277

MA Average: 2,315
Average Account Size

$271,236

MA Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Adam Miloro Work History

Adam has 11 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2014 - 2016 (2 years)

Nfp Securities, Inc

2012 - Present (7 years)

Independent Financial Partners

2010 - Present (9 years)

Lpl Financial LLC

2007 - 2010 (3 years)

Nrp Financial, Inc

Disclosures

Adam Miloro has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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