Gerald
Feldman
Kestra Advisory Services, LLC
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About this Advisor
Gerald Feldman is a financial advisor who works out of Pittsburgh, Pennsylvania with a total of 1 year of relevant experience. Feldman is on the advisory team at Kestra Advisory Services, LLC. The advisor has gained experience at Mid Atlantic Capital Corporation, Newedge Advisors, LLC, Kestra Advisory Services, LLC and Mid Atlantic Financial Management, Inc. Feldman holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida and Pennsylvania. Kestra Advisory Services, LLC is a registered investment business operating out of Austin, TX. It has offices in 544 locations and a total of 1,311 financial advisors. It manages $42 billion in total assets across its 140,407 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 132 charitable organizations. Of its 140,407 accounts, 17% belong to high-net-worth individuals who have greater than $1 million in investable assets. Kestra Advisory Services, LLC 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. Fees charged by financial advisors are based on the services provided. However, fee types billed by Kestra Advisory Services, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$41,795,124,579
1,311
140,407
$297,671
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
Gerald Feldman Work History
Gerald has been registered as a financial advisor for 1 years.*
Kestra Advisory Services, LLC
Newedge Advisors, LLC
Mid Atlantic Capital Corporation
Mid Atlantic Financial Management, Inc
Mid Atlantic Capital Corporation
*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 Gerald Feldman 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 Advisory Services, LLC
Saint Augustine, FL
Pittsburgh, PA
Austin, TX
Grand Rapids, MI
Charlotte, NC
Austin, TX
Cushing, TX
Paramus, NJ
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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