Moira
Moynihan

Kestra Advisory Services, LLC

CRD#2452347
Investment Advisor
in Worcester, MA

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About this Advisor

Moira Moynihan is a certified financial planner who works out of Worcester, Massachusetts with 7 years of industry experience. Moynihan works at Kestra Advisory Services, LLC. Over the course of their career, Moynihan has held roles at James J. Moynihan Ins. Agency, Nfp Advisor Services, LLC, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Moynihan has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Kestra Advisory Services, LLC is an advisory company based in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 advisors. It administers $42 billion in total assets between its 140,407 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm advises 132 charities and foundations. Of its 140,407 accounts, 17% are associated with high-net-worth individuals who have at least $1 million in assets. Kestra Advisory Services, LLC has a number 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 for financial advice largely are based on which services are offered. Fee types charged by Kestra Advisory Services, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

7 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

Worcester, MA

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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

Moira Moynihan Work History

Moira has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Kestra Advisory Services, LLC

1997 - Present (27 years)

Kestra Investment Services, LLC

1993 - Present (31 years)

James J. Moynihan Ins. Agency

1997 - 2016 (19 years)

Nfp Advisor Services, LLC

*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 Moira Moynihan 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

Jennifer Nelson
Austin, TX
Jeffery Seitz
Richland, WA
Nicole Simon
Austin, TX
Jessica Thompson
Lincoln, NE
Garrett Frey
Pittsburgh, PA
Eric Crawford
Austin, TX
Eloisa Vela
Austin, TX
Jacob Kogler
Saint Paul, MN

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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