Matthew
Donaghue
Kestra Advisory Services, LLC
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About this Advisor
Matthew Donaghue is a certified financial planner working out of San Antonio, Texas. Donaghue is currently employed by Kestra Advisory Services, LLC. Over the course of their career, Donaghue has held roles at First Investors Corporation, First Investors Advisory Services LLC, Pruco Securities, LLC, The Prudential Insurance Company Of America, Foresters Financial Services, Foresters Advisory Services, Fraternal Field Manager Association, Foresters Financial Services, Inc, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Donaghue has Series 63 and Series 66 licenses, designating them as a securities agent, and is approved to work in Texas. Kestra Advisory Services, LLC is a financial advisory business that has its headquarters in Austin, TX. The firm has offices in 544 locations and a total of 1,311 employees. It controls $42 billion in total assets among its 140,407 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides services to 132 charitable organizations. Of its 140,407 accounts, 17% are associated with high-net-worth investors who have greater than $1 million in assets. The advisory firm performs a broad set 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 charged by financial advisors usually vary depending on which service is provided. However, fee types charged by Kestra Advisory Services, LLC can consist of 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
Matthew Donaghue Work History
Matthew has been registered as a financial advisor for 0 years.*
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Foresters Financial Services, Inc
Foresters Advisory Services
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Fraternal Field Manager Association
Foresters Financial Services
Foresters Advisory Services
First Investors Advisory Services LLC
Pruco Securities, LLC
The Prudential Insurance Company Of America
First Investors Corporation
*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 Matthew Donaghue 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.
