Neil
Gendreau
Kestra Advisory Services, LLC
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About this Advisor
Neil Gendreau is a certified financial planner and chartered financial consultant operating out of Shrewsbury, Massachusetts with a total of 7 years of industry experience. Gendreau works at Kestra Advisory Services, LLC. Their career trajectory has included roles at Nfp Securities Inc, Fusion Financial Group, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Gendreau holds a Series 63 license, certifying them as a securities representative, and is approved to operate in Massachusetts. Kestra Advisory Services, LLC is a company operating out of Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 advisors. It oversees $42 billion in assets across its 140,407 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 132 charitable organizations. Of its 140,407 customer accounts, 17% are associated with high-net-worth clients who have greater than $1 million in investable assets. The advisory firm 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. A financial advisor's fees usually depend on which services the firm provides the client. However, fees charged by Kestra Advisory Services, LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Neil Gendreau Work History
Neil has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Fusion Financial Group
Kestra Investment Services, LLC
Nfp Securities Inc
*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 Neil Gendreau to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.