Amanda
Smith
Kestra Advisory Services, LLC
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About this Advisor
Amanda Smith is a financial advisor working out of Austin, Texas with 1 year of industry experience. Smith is on the advisory team at Kestra Advisory Services, LLC. During their career, the advisor has held roles at Candlelight Dinner Theatre, Hospitality Holdings, Johnny Utah'S, The Astor Room, Fireman Hospitality Group, Norwegian Creative Studios, Crossfit Ice Nyc, Crossfit Fortius, Quest Events and Kestra Investment Services, LLC. Smith holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in California. Kestra Advisory Services, LLC is an advisory business headquartered in Austin, TX. The company has offices in 544 locations and a total of 1,311 advisors. It oversees $42 billion in assets under management across its 140,407 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 132 charities and foundations. Of its 140,407 customer accounts, 17% are held by high-net-worth investors 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. Financial advisory fee schedules typically depend on which services the firm provides the client. However, fees billed by Kestra Advisory Services, LLC likely are comprised of some blend of 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
Amanda Smith Work History
Amanda has been registered as a financial advisor for 1 years.*
Kestra Investment Services, LLC
Quest Events
Crossfit Ice Nyc
Crossfit Fortius
Norwegian Creative Studios
Fireman Hospitality Group
Johnny Utah'S
The Astor Room
Hospitality Holdings
Candlelight Dinner Theatre
*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 Amanda Smith 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
Troy, MI
Cincinnati, OH
Boca Raton, FL
Deerfield, IL
Norwell, MA
Addison, TX
Paramus, NJ
Austin, TX
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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