Neil
Westerduin

Kestra Advisory Services, LLC

CRD#5724644
Investment Advisor
in Hawthorne, NJ

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About this Advisor

Neil Westerduin is a financial advisor based in Hawthorne, New Jersey, working with Kestra Advisory Services, LLC. Neil has previously held positions at Neil Westerduin Cpa LLC, Chadwick Wealth Management, LLC, and Kestra Advisory Services, LLC. Neil has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, Neil is part of Kestra Advisory Services, LLC, which operates out of Hawthorne, New Jersey. The firm has 544 offices and 1,266 employees. The firm manages assets totaling $48.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

26 Metro Vista Drive
Hawthorne, NJ 07506

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$48,324,319,629

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

1,266

NJ Average: 49
Total Number of Accounts

140,425

NJ Average: 2,315
Average Account Size

$344,129

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

Neil Westerduin Work History

2020 - Present (4 years)

Kestra Advisory Services, LLC

1989 - Present (35 years)

Neil Westerduin Cpa LLC

2009 - 2020 (11 years)

Chadwick Wealth Management, LLC

Disclosures

Please visit the SEC profile of Neil Westerduin 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

Paul Rogers
Mckinney, TX
Joseph Kamon
Pittsburgh, PA
Jeffrey Lown
Austin, TX
Noah Gonzalez
Austin, TX
Nicholas Castricone
Willowbrook, IL
Jaclyn Martin
Pittsburgh, PA
Phoenix Suskin
South Burlington, VT
Laura Sendldorfer
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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