Colleen
Mcnulty

Kestra Advisory Services, LLC

CRD#5598045
Investment Advisor
in Norwell, MA

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About this Advisor

Colleen Mcnulty is a financial advisor based in Norwell, Massachusetts with 6 years of industry experience. Mcnulty is an employee of Kestra Advisory Services, LLC. Throughout their career, Mcnulty has worked at Ing Financial Partners, Inc, Ing Investment Advisors, Voya Retirement Advisors, Voya Financial Partners, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Mcnulty holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts. Kestra Advisory Services, LLC is a registered investment firm that has its headquarters in Austin, TX. The company has offices in 544 locations and a total of 1,311 financial advisors. It has $42 billion in total assets across its 140,407 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 140,407 customer accounts, 17% belong to high-net-worth investors who have at least $1 million in assets. The advisory firm performs a diverse set of services, including 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 typically are based on the type of financial services provided. However, fees billed by Kestra Advisory Services, LLC can include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

141 Longwater Dr, Suite 101
Norwell, MA 02061

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

MA Average: 49
Total Number of Accounts

140,407

MA Average: 2,315
Average Account Size

$297,671

MA Average: $1,314,358

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

Colleen Mcnulty Work History

Colleen has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Kestra Investment Services, LLC

2017 - Present (7 years)

Kestra Advisory Services, LLC

2016 - 2017 (1 year)

Voya Financial Partners

2014 - 2017 (3 years)

Voya Retirement Advisors

2013 - 2013 (< 1 year)

Ing Financial Partners, Inc

2013 - 2014 (1 year)

Ing Investment Advisors

*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 Colleen Mcnulty 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

Colleen Mcnulty
Norwell, MA
Elizabeth Haynes
Austin, TX
Daniel Dolgin
Deerfield, IL
Brandon Morris
Troy, MI
Charles Campbell
Charlotte, NC
Sam Kaplan
Smithtown, NY
Holly Lovell
Cushing, TX
Jessica Thompson
Lincoln, NE

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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