Eric
Rosenberger

Kestra Advisory Services, LLC

CRD#4636157
Investment Advisor
in Austin, TX
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About this Advisor

Eric Rosenberger is a certified financial planner working in Austin, Texas, with a total of 15 years of financial industry experience. Rosenberger is an advisor for Kestra Advisory Services, LLC. Their career trajectory has included roles at Summit Equities, Inc, Summit Financial Resources, Inc and Kestra Financial, Inc. Rosenberger has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Kestra Advisory Services, LLC is a business that has its headquarters in Austin, Texas. It has offices in 513 locations and a total of 1,231 advisors. It oversees $20 billion in assets under management between its 75,277 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides services to 84 charities and foundations. Of its 75,277 client accounts, just 12% are held by high-net-worth individuals who have more than $1 million in assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees typically vary depending on which services the firm provides the client. Fees charged by Kestra Advisory Services, LLC likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

Disclosures

Yes

Office Location

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

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

1,291

TX Average: 49
Total Number of Accounts

81,360

TX Average: 2,315
Average Account Size

$267,280

TX Average: $1,314,358

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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

Eric Rosenberger Work History

Eric has 15 years of experience.

2018 - Present (1 years)

Kestra Financial, Inc

2004 - 2018 (14 years)

Summit Financial Resources, Inc

2003 - 2018 (15 years)

Summit Equities, Inc

Disclosures

Eric Rosenberger has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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