Robert
Davis

Kestra Advisory Services, LLC

CRD#2137957
Investment Advisor
in New York, NY
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About this Advisor

Robert Davis is a certified financial planner working out of New York, New York, who has 10 years of work experience. Davis is an advisor for Kestra Advisory Services, LLC. Over the course of their career, they have held roles at Nfp Securities, Wealth Preservation Solutions, Krim Associates and Kestra Financial Services, Inc. Davis has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Kestra Advisory Services, LLC is an advisory company based out of New York, New York. The investment advisory business has offices in 513 locations and a total of 1,231 people on staff. It controls $20 billion in assets across its 75,277 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm provides services to 84 charitable organizations. Of its 75,277 client accounts, just 12% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Kestra Advisory Services, LLC provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services are offered. However, fee types billed by Kestra Advisory Services, LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

Disclosures

Yes

Office Location

1375 Broadway, 21St Floor, New York, Ny 10018 21St Floor
New York, NY 10018

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

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

1,291

NY Average: 49
Total Number of Accounts

81,360

NY Average: 2,315
Average Account Size

$267,280

NY Average: $1,314,358

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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 Davis Work History

Robert has 10 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2008 - 2016 (8 years)

Nfp Securities

2008 - Present (11 years)

Wealth Preservation Solutions

2008 - Present (11 years)

Krim Associates

Disclosures

Robert Davis has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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