Stephanie
Fratoe
Kestra Private Wealth Services, LLC
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About this Advisor
Stephanie Fratoe is a financial advisor operating out of Sandusky, Ohio with a total of 2 years of industry experience. Fratoe currently works for Kestra Private Wealth Services, LLC. The advisor has gained experience at Ubs Financial Services, Kestra Investment Services and Kestra Private Wealth Services. Fratoe maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio. Kestra Private Wealth Services, LLC is a registered investment firm that has its headquarters in Austin, TX. The company has offices in 42 locations and a total of 119 advisors. It handles $5 billion in total assets across its 14,374 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 15 charities and foundations. Of its 14,374 customer accounts, 23% belong to high-net-worth investors who have greater than $1 million in assets. The business has 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 largely vary depending on which service is offered. Fees billed by Kestra Private Wealth Services, LLC most likely are comprised 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
Stephanie Fratoe Work History
Stephanie has been registered as a financial advisor for 2 years.*
Kestra Investment Services
Kestra Private Wealth Services
Ubs Financial Services
*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 Stephanie Fratoe 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
Carlsbad, CA
Clinton, MT
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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