Steven
Bender

Kestra Advisory Services, LLC

CRD#6124244
Investment Advisor
in Valhalla, NY

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About this Advisor

Steven Bender is a certified financial planner operating out of Valhalla, New York, with 2 years of industry experience. Bender is an advisor for Kestra Advisory Services, LLC. Their career trajectory has included roles at Liverzani And Bender, Cpa, Lincoln Financial Advisors, Nfp Securities, Inc, Kestra Financial Services, Inc, Ameriprise Financial Services, Inc, Westchester Benefit Group, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Bender maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in New York. Kestra Advisory Services, LLC is a firm that has its headquarters in Austin, TX. The firm has offices in 544 locations and a total of 1,311 employees. It handles $42 billion in total assets between its 140,407 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advice to 132 charities and foundations. Of its 140,407 customer accounts, 17% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company 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. A financial advisor's fee schedules largely are based on which services the firm provides the client. However, fees billed by Kestra Advisory Services, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 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

500 Summit Lake Dr. Ste. 120
Valhalla, NY 10595

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

NY Average: 49
Total Number of Accounts

140,407

NY Average: 2,315
Average Account Size

$297,671

NY 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

Steven Bender Work History

Steven has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Westchester Benefit Group

2019 - Present (5 years)

Kestra Investment Services, LLC

2019 - Present (5 years)

Kestra Advisory Services, LLC

2016 - 2016 (< 1 year)

Kestra Financial Services, Inc

2016 - 2019 (3 years)

Ameriprise Financial Services, Inc

2013 - 2016 (3 years)

Nfp Securities, Inc

2012 - 2013 (1 year)

Lincoln Financial Advisors

2009 - 2016 (7 years)

Liverzani And Bender, Cpa

*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 Steven Bender 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

Eric Crawford
Austin, TX
Gary Ryberg
Austin, TX
Jessica Thompson
Lincoln, NE
Jennifer Nelson
Austin, TX
Charles Campbell
Charlotte, NC
Michael Csedrik
Paramus, NJ
Jacob Rinvelt
Grand Rapids, MI
Marissa Griebel
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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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.

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