Bryant
Trombly
Kestra Private Wealth Services, LLC
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About this Advisor
Bryant Trombly is a financial advisor working out of Huntersville, North Carolina. Trombly is an advisor for Kestra Private Wealth Services, LLC. The advisor has gained experience at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Kestra Investment Services, LLC and Kestra Private Wealth Services, LLC. Trombly maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina and Texas. Kestra Private Wealth Services, LLC is a registered investment business that has its headquarters in Austin, TX. The investment advisory business has offices in 42 locations and a total of 119 financial advisors. It manages $5 billion in assets between its 14,374 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 15 charities and foundations. Of its 14,374 customer accounts, 23% are held by high-net-worth individuals who have greater than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees depend on the type of financial services offered. However, fee types charged by Kestra Private Wealth Services, LLC most likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$4,480,017,320
119
14,374
$311,675
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
Bryant Trombly Work History
Bryant has been registered as a financial advisor for 0 years.*
Kestra Investment Services, LLC
Kestra Private Wealth Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*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 Bryant Trombly 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 Private Wealth Services, LLC
Austin, TX
Brea, CA
Brea, CA
Huntersville, NC
Austin, TX
Austin, TX
San Diego, CA
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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