Kestra Advisory Services, LLC

Investment Advisor
in Boston, MA
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About this Advisor

Joseph Gray is an advisor whose office is in Boston, Massachusetts. Currently a registered investment advisor at Kestra Advisory Services, LLC, Gray has 19 years of professional experience as a financial advisor. Gray holds a Series 63 license, qualifying the advisor as a securities representative. Gray is registered to act as an advisor based out of Massachusetts. Throughout their career, they have worked at Longfellow Financial, Nrp Financial, Inc, Nrp Advisors, Inc, Lpl Financial Corporation, Independent Financial Partners, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is headquartered in Boston, Massachusetts, and operates out of 513 brick-and-mortar locations across the United States. In total, Kestra Advisory Services, LLC oversees $20 billion in assets dispersed across 75,277 client accounts and retains more than 1,231 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 12% of the advisor firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Kestra Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

19 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

116 Huntington Avenue
Boston, MA 02116

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management


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


MA Average: 49
Total Number of Accounts


MA Average: 2,315
Average Account Size


MA Average: $1,314,358

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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

Joseph Gray Work History

Joseph has 19 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2014 - 2016 (2 years)

Nfp Securities, Inc

2010 - 2014 (4 years)

Lpl Financial Corporation

2010 - 2014 (4 years)

Independent Financial Partners

2008 - 2010 (2 years)

Nrp Advisors, Inc

2007 - 2010 (3 years)

Nrp Financial, Inc

1999 - 2010 (11 years)

Longfellow Financial


Joseph Gray has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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