Marc
Tannenbaum

Kestra Advisory Services, LLC

CRD#4564256
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Marc Tannenbaum is an advisor whose office is in Pittsburgh, Pennsylvania. Currently an investment advisor with Kestra Advisory Services, LLC, they have accumulated 17 years of experience in the financial advisory industry. Tannenbaum maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Tannenbaum can advise customers based out of Pennsylvania. Their career trajectory has included roles at Signature Financial Planning, Nfp Securities, Inc and Kestra Financial Services, Inc. Kestra Advisory Services, LLC is headquartered in Pittsburgh, Pennsylvania, and has 513 other locations throughout the country. In aggregate, Kestra Advisory Services, LLC oversees $20 billion in assets across 75,277 client accounts and retains more than 1,231 people. The amount of assets the firm manages makes it one of the largest 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 firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Kestra Advisory Services, LLC can provide 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 63, Series 65, Chartered Financial Consultant

Years of Experience

17 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

Marc Tannenbaum Work History

Marc has 17 years of experience.

2016 - Present (3 years)

Kestra Financial Services, Inc

2005 - 2016 (11 years)

Nfp Securities, Inc

2001 - Present (18 years)

Signature Financial Planning

Disclosures

Marc Tannenbaum has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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