Aaron
Leaman

Kestra Advisory Services, LLC

CRD#5017564
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Aaron Leaman is a chartered financial analyst who works out of Pittsburgh, Pennsylvania, who has 13 years of professional experience. Leaman works at Kestra Advisory Services, LLC. Their career trajectory has included roles at Kestra Financial Services, Inc, Signature Financial Planning and Nfp Securities, Inc. Leaman holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Kestra Advisory Services, LLC is a registered investment business that has its headquarters in Pittsburgh, Pennsylvania. It has offices in 513 locations and a total of 1,231 advisors. It manages $20 billion in assets between its 75,277 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 84 charities and foundations. Of its 75,277 accounts, just 12% are associated with high-net-worth clients who have at least $1 million in assets. Kestra Advisory Services, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on the financial services. Fee types billed by Kestra Advisory Services, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

13 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

Disclosures

No

Office Location

1301 Grandview Ave Ste. 300
Pittsburgh, PA 15211

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

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

1,291

PA Average: 49
Total Number of Accounts

81,360

PA Average: 2,315
Average Account Size

$267,280

PA Average: $1,314,358

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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

Aaron Leaman Work History

Aaron has 13 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2006 - 2016 (10 years)

Nfp Securities, Inc

2005 - Present (14 years)

Signature Financial Planning

Disclosures

Aaron Leaman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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