Howard
Meyers

Kestra Advisory Services, LLC

CRD#1800450
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Howard Meyers is a certified financial planner in Pittsburgh, Pennsylvania. Currently a registered advisor at Kestra Advisory Services, LLC, Meyers has 16 years of practice in the financial advisory industry. Meyers maintains a Series 66 license, which qualifies the advisor as both a securities agent and an investment advisor representative. Meyers can operate in North Carolina. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Ameriprise Financial Services Inc, Nfp Advisor Services, LLC and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is headquartered in Pittsburgh, Pennsylvania, and has 513 other brick-and-mortar locations in the nation. In aggregate, Kestra Advisory Services, LLC oversees $20 billion in assets dispersed across 75,277 accounts and employs more than 1,231 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. The firm manages 53,194 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 12% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Kestra Advisory Services, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

16 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

201 Penn Center Blvd Suite 400
Pittsburgh, PA 15235

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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

Howard Meyers Work History

Howard has 16 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2014 - 2016 (2 years)

Nfp Advisor Services, LLC

2009 - 2014 (5 years)

Ameriprise Financial Services Inc

2002 - 2009 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Howard Meyers has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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