Bryan
Duffy
Kestra Advisory Services, LLC
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About this Advisor
Bryan Duffy is a financial advisor working out of Austin, Texas. Duffy currently works for Kestra Advisory Services, LLC. During their career, the advisor has held roles at Assetmark Capital Corporation, Capital Brokerage Corporation, Centurion Capital Group, Inc, 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. Duffy maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in New York. Kestra Advisory Services, LLC is an advisory company based in Austin, TX. The firm has offices in 544 locations and a total of 1,311 financial advisors. It controls $42 billion in total assets across its 140,407 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 132 charitable organizations. Of its 140,407 customer accounts, 17% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Kestra Advisory Services, LLC provides 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 management fees are based on the services provided. Fee types billed by Kestra Advisory Services, LLC likely consist 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
Bryan Duffy Work History
Bryan has been registered as a financial advisor for 0 years.*
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
Centurion Capital Group, Inc
Capital Brokerage Corporation
Assetmark Capital Corporation
*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 Bryan Duffy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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