Robert
Searle
Kestra Private Wealth Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Robert Searle is a certified financial planner based in Burlington, Massachusetts with 1 year of relevant experience. Searle is currently employed by Kestra Private Wealth Services, LLC. Searle has gained experience at Santander Bank Na, Santander Securities LLC, Prospect Mortgage LLC, Citizens Bank, Citizens Securities, Inc, Kestra Investment Services, LLC and Kestra Private Wealth, LLC. Searle maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Massachusetts and Texas. Kestra Private Wealth Services, LLC is a business that has its headquarters in Austin, TX. It has offices in 42 locations and a total of 119 financial advisors. It manages $5 billion in assets between its 14,374 customer accounts, placing it among the biggest firms in the country by assets under management. The firm advises 15 charitable organizations. Of its 14,374 client accounts, 23% belong to high-net-worth clients who have more than $1 million in assets. Kestra Private Wealth Services, LLC performs a wide array 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. Financial management fees typically are based on the financial services provided. However, fees charged by Kestra Private Wealth Services, LLC most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Kestra Private Wealth Services, LLC Brokerage Details
$4,480,017,320
119
14,374
$311,675
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
Robert Searle Work History
Robert has been registered as a financial advisor for 1 years.*
Kestra Investment Services, LLC
Kestra Private Wealth, LLC
Citizens Securities, Inc
Citizens Bank
Santander Securities LLC
Santander Bank Na
Prospect Mortgage 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 Robert Searle 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 Private Wealth Services, LLC
Brea, CA
Brea, CA
Austin, TX
Huntersville, NC
Austin, TX
Greenville, SC
Carlsbad, CA
Clinton, MT
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
