Daniel
Aceti

Kestra Advisory Services, LLC

CRD#1876666
Investment Advisor
in Charlotte, NC
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About this Advisor

Daniel Aceti is an advisor in Charlotte, North Carolina. Currently a registered advisor at Kestra Advisory Services, LLC, they have accrued 15 years of professional experience. Aceti maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative. Aceti can act as a financial advisor in North Carolina. Over the course of their career, they have held roles at Corporate Benefit Advisors, Executive Benefits Group, Inc, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is based out of Charlotte, North Carolina, and operates out of 513 other locations in the United States. As a registered advisory firm, Kestra Advisory Services, LLC manages $20 billion in assets throughout 75,277 accounts and employs more than 1,231 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Kestra Advisory Services, LLC provides financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6302 Fairview Road Suite 309
Charlotte, NC 28210

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$20,417,813,140

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

1,231

NC Average: 49
Total Number of Accounts

75,277

NC Average: 2,315
Average Account Size

$271,236

NC Average: $1,314,358

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Daniel Aceti Work History

Daniel has 15 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2007 - 2016 (9 years)

Nfp Securities, Inc

2005 - Present (14 years)

Executive Benefits Group, Inc

2003 - Present (16 years)

Corporate Benefit Advisors

Disclosures

Daniel Aceti has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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