Kestra Advisory Services, LLC
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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
Years of Experience
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Kestra Advisory Services, LLC Brokerage Details
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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.
Kestra Financial Services, Inc
Nfp Securities, Inc
Executive Benefits Group, Inc
Corporate Benefit Advisors
Daniel Aceti has no disclosures.
Please visit their SEC profile for more details.