Trudy
Stanley

Kestra Advisory Services, LLC

CRD#5166412
Investment Advisor
in South Burlington, VT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Trudy Stanley is a financial advisor operating in South Burlington, Vermont who has 7 years of industry experience. Stanley works at Kestra Advisory Services, LLC. The advisor has gained experience at Northeast Benefits Management LLC, Nfp Securities Inc, Kestra Investment Services, LLC and Kestra Advisory Services, LLC. Stanley maintains a Series 66 license, 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 a company that has its headquarters in Austin, TX. The investment advisory business has offices in 544 locations and a total of 1,311 advisors. It oversees $42 billion in assets among its 140,407 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 132 charities and foundations. Of its 140,407 customer accounts, 17% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a number of services, such as 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 are based on which services the firm provides the client. Fee types billed by Kestra Advisory Services, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

Office Location

620 Hinesburg Rd., Suite 200
South Burlington, VT 05403

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$41,795,124,579

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

1,311

VT Average: 49
Total Number of Accounts

140,407

VT Average: 2,315
Average Account Size

$297,671

VT Average: $1,314,358

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

Trudy Stanley Work History

Trudy has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Kestra Advisory Services, LLC

2011 - Present (13 years)

Kestra Investment Services, LLC

2010 - Present (14 years)

Northeast Benefits Management LLC

2011 - 2016 (5 years)

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.

Disclosures

Please visit the SEC profile of Trudy Stanley 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

Jennifer Nelson
Austin, TX
Jeffery Seitz
Richland, WA
Clinton Miller
Canton, OH
Nicole Simon
Austin, TX
Holly Lovell
Cushing, TX
Eric Crawford
Austin, TX
Charles Campbell
Charlotte, NC
Stanton Wheeler
Saint Augustine, FL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started