Kendall
Storch

Kestra Advisory Services, LLC

CRD#2366007
Investment Advisor
in Boston, MA
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About this Advisor

Kendall Storch is an advisor whose office is in Boston, Massachusetts. Currently a registered financial advisor at Kestra Advisory Services, LLC, they have gathered 11 years of experience as a financial advisor. Storch maintains a Series 63 license, qualifying the advisor as a securities representative. Storch is able to work with customers in Massachusetts. Storch has gained experience at Nrp Financial, 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 other brick-and-mortar locations in the country. In total, Kestra Advisory Services, LLC manages $20 billion in assets throughout 75,277 client accounts and employs more than 1,231 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 12% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Kestra Advisory Services, LLC can offer financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years of Experience

11 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

Disclosures

No

Office Location

116 Huntington Avenue
Boston, MA 02116

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

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

1,291

MA Average: 49
Total Number of Accounts

81,360

MA Average: 2,315
Average Account Size

$267,280

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

Kendall Storch Work History

Kendall has 11 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

2007 - 2010 (3 years)

Nrp Financial, Inc

Disclosures

Kendall Storch has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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