Bryan
Duffy
Kestra Advisory Services, LLC
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About this Advisor
Bryan Duffy is a financial advisor based in New York, New York, working with Kestra Advisory Services, LLC. Bryan has previously held positions at Curian Clearing LLC, Curian Capital, LLC, Total Financial Advisors, LLC, Cetera Financial Specialists LLC, Peller Wealth Management - Dba For Investments, Cetera Investment Advisers LLC, Homemaker, Kestra Investment Services, LLC, and Kestra Advisory Services, LLC. Bryan has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in New York. Currently, Bryan is part of Kestra Advisory Services, LLC, which operates out of New York, New York. The firm has 544 offices and 1,299 employees. The firm manages assets totaling $60.2 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Kestra Advisory Services, LLC Brokerage Details
$60,174,309,829
1,299
155,482
$387,018
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
Bryan Duffy Work History
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Peller Wealth Management - Dba For Investments
Cetera Financial Specialists LLC
Homemaker
Total Financial Advisors, LLC
Curian Clearing LLC
Curian Capital, LLC
Disclosures
Please visit the SEC profile of Bryan Duffy 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
New York, NY
Austin, TX
Richardson, TX
Austin, TX
Anacortes, WA
Las Vegas, NV
Pittsburgh, PA
Paramus, NJ
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