Kestra Investment Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2,031
Avg account
$0

Firm details

Headquarters
Austin, Texas
CRD number
42046
Registered since
March 7, 1997

Firm profile

FINTRX

Overview

Kestra Investment Services, LLC is organized as a limited liability company and operates as an independent broker‑dealer. The firm’s ownership is listed as a domestic entity/individual. According to the snapshot data, Kestra Investment Services does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi‑state adviser, a newly formed adviser, a pension consultant, or a related adviser to another registered adviser. The firm-provided snapshot does not include details on client segments, fee schedules, specific business lines, or advisory activities. Kestra Investment Services also did not supply information on its external activities or affiliations in the available profile.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 90
  • Amy Mahon

    Amy Mahon

    Partner, COOCRD 5841642

  • Anne-day Mccabe

    Anne-day Mccabe

    CEO & PartnerCRD 5130092

  • Ilona Friedman

    Ilona Friedman

    Chief Executive OfficerCRD 5178523

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Contacts

3 of 1941
  • Page Pittman

    Page Pittman

    Managing PartnerCRD 5640735

  • Gary Kiemele

    Gary Kiemele

    Managing Partner, Financial AdvisorCRD 5650837

  • Bret Whiteley

    Bret Whiteley

    Senior Financial RepresentativeCRD 5653818

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Austin, TX

Travis

Location

Austin, TX

Headquartered in Austin, TX, in the South of the United States.

Region
South
County
Travis
Address
5707 Southwest Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth