Kestra Advisory Services, LLC
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About this Advisor
Marc Fragola is a certified financial planner who works out of South Burlington, Vermont who has 7 years of relevant experience. Fragola is an employee of Kestra Advisory Services, LLC. Over the course of their career, they have held roles at Dean Witter Reynolds Inc, Nfp Securities, Inc, Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Fragola has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Vermont. Kestra Advisory Services, LLC is an advisory business that has its headquarters in Austin, TX. The firm has offices in 544 locations and a total of 1,311 advisors. It administers $42 billion in assets under management across its 140,407 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 132 charitable organizations. Of its 140,407 client accounts, 17% are associated with high-net-worth clients who have at least $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 fee schedules largely are based on which service is offered. Fee types billed by Kestra Advisory Services, LLC can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
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Kestra Advisory Services, LLC Brokerage Details
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
Marc Fragola Work History
Marc has been registered as a financial advisor for 7 years.*
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Dean Witter Reynolds Inc
Nfp Securities, Inc
*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.
Please visit the SEC profile of Marc Fragola 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 firstname.lastname@example.org.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.