Kylee
Oneil
Kestra Private Wealth Services, LLC
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About this Advisor
Kylee Oneil is a financial advisor working out of Austin, Texas with 3 years of relevant experience. Oneil is an employee of Kestra Private Wealth Services, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Allynn James Real Estate Group, Re/Max Preferred Associates, Hondros, Brint Electric, State Bank, Bank Of America, N.A, Ubs Financial Services Inc, Kestra Investment Services and Kestra Private Wealth Services. Oneil has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Ohio. Kestra Private Wealth Services, LLC is a financial advisory company that has its headquarters in Austin, TX. It has offices in 42 locations and a total of 119 people on staff. It administers $5 billion in assets under management across its 14,374 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides services to 15 charities and foundations. Of its 14,374 customer accounts, 23% are associated with high-net-worth clients who have more than $1 million in assets. Kestra Private Wealth Services, LLC has 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. Fees charged by financial advisors usually depend on which service is provided. Fee types billed by Kestra Private Wealth Services, LLC most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kestra Private Wealth Services, LLC Brokerage Details
$4,480,017,320
119
14,374
$311,675
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
Kylee Oneil Work History
Kylee has been registered as a financial advisor for 3 years.*
Kestra Investment Services
Kestra Private Wealth Services
Ubs Financial Services Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Allynn James Real Estate Group
Bank Of America, N.A
Re/Max Preferred Associates
Hondros
Brint Electric
State Bank
*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 Kylee Oneil 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 Private Wealth Services, LLC
Brea, CA
Brea, CA
Huntersville, NC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Montclair, NJ
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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