Emily
Tonti
Kestra Advisory Services, LLC
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About this Advisor
Emily Tonti is a financial advisor based out of Petaluma, California with a total of 4 years of industry experience. Tonti currently works for Kestra Advisory Services, LLC. The advisor has gained experience at Noble-Interstate Management Group LLC, Cole Drake Events, West Coast Drywall, Oculus Financial Group LLC, Duo Tasting Room, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Tonti holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California. Kestra Advisory Services, LLC is a financial advisory business that has its headquarters in Austin, TX. The firm has offices in 544 locations and a total of 1,311 advisors. It controls $42 billion in assets among its 140,407 customer accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 132 charitable organizations. Of its 140,407 client accounts, 17% are associated with high-net-worth investors who have at least $1 million in investable assets. Kestra Advisory Services, LLC offers a diverse range 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 depend on the financial services offered. Fees charged by Kestra Advisory Services, LLC can include any combination 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
Emily Tonti Work History
Emily has been registered as a financial advisor for 4 years.*
Duo Tasting Room
Kestra Advisory Services, LLC
West Coast Drywall
Oculus Financial Group LLC
Kestra Investment Services, LLC
Cole Drake Events
Noble-Interstate Management Group LLC
*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 Emily Tonti 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
Phoenix, AZ
Richland, WA
Lutherville Timonium, MD
Austin, TX
Paramus, NJ
Austin, TX
Charlotte, NC
Grand Rapids, MI
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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