Robert
Donnelly

Kestra Advisory Services, LLC

CRD#2334219
Investment Advisor
in Sewickley, PA

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About this Advisor

Robert Donnelly is a financial advisor working in Sewickley, Pennsylvania with a total of 7 years of industry experience. Donnelly works at Kestra Advisory Services, LLC. During their career, the advisor has held roles at Nfp Securities, Inc, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Donnelly maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to serve investors in Pennsylvania. Kestra Advisory Services, LLC is a registered investment company based in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 financial advisors. It controls $42 billion in total assets among its 140,407 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 132 charitable organizations. Of its 140,407 accounts, 17% are held by high-net-worth individuals who have more than $1 million in investable assets. Kestra Advisory Services, LLC offers a number of services, including 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 usually are based on which services the firm provides the client. Fees billed by Kestra Advisory Services, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

7 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

Office Location

1106 Ohio River Blvd
Sewickley, PA 15143

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

PA Average: 49
Total Number of Accounts

140,407

PA Average: 2,315
Average Account Size

$297,671

PA Average: $1,314,358

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

Robert Donnelly Work History

Robert has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Kestra Investment Services, LLC

2016 - Present (8 years)

Kestra Advisory Services, LLC

2010 - 2016 (6 years)

Nfp Securities, Inc

*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 Robert Donnelly 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

Clinton Miller
Canton, OH
Brendan Duggan
Phoenix, AZ
Brandon Kee
Austin, TX
Stanton Wheeler
Saint Augustine, FL
Charles Campbell
Charlotte, NC
Jennifer Nelson
Austin, TX
Holly Lovell
Cushing, TX
Michael Csedrik
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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