Al
Devji

Kestra Advisory Services, LLC

CRD#2309006
Investment Advisor
in Edison, NJ

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About this Advisor

Al Devji is a financial advisor working out of Edison, New Jersey who has 7 years of industry experience. Devji works at Kestra Advisory Services, LLC. Throughout their career, Devji has worked at Metropolitan Life Insurance Company, Metlife Securities Inc, Mass Mutual, Mml Investors Services, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Devji can advise clients in New Jersey. Kestra Advisory Services, LLC is a registered investment company based in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 advisors. It oversees $42 billion in assets under management among its 140,407 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 132 charitable organizations. Of its 140,407 accounts, 17% are held by high-net-worth clients who have more than $1 million in assets. Kestra Advisory Services, LLC offers a broad assortment 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 management are based on which services are offered. However, fees charged by Kestra Advisory Services, LLC most likely are comprised of any combination of asset-based, hourly and fixed fees.

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

10 West Drive
Edison, NJ 08820

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

NJ Average: 49
Total Number of Accounts

140,407

NJ Average: 2,315
Average Account Size

$297,671

NJ 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

Al Devji Work History

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

2016 - Present (8 years)

Kestra Advisory Services, LLC

2015 - Present (9 years)

Kestra Investment Services, LLC

2014 - Present (10 years)

Mml Investors Services

2013 - Present (11 years)

Mass Mutual

1992 - 2013 (21 years)

Metropolitan Life Insurance Company

1992 - 2013 (21 years)

Metlife 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 Al Devji 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

Jessica Thompson
Lincoln, NE
Kevin Adleman
Mount Pleasant, SC
Adam Murray
Lutherville Timonium, MD
Clinton Miller
Canton, OH
Michael Csedrik
Paramus, NJ
Vijay Krishnaswamy
Austin, TX
Charles Campbell
Charlotte, NC
Eloisa Vela
Austin, TX

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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