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August David Consiglio

Kestra Advisory Services, LLC

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About August David Consiglio

August Consiglio is an investment advisor representative at Kestra Advisory Services, LLC with over 30 years of experience in the industry. August has a strong background in financial planning and specializes in providing investment advice to individuals, families, and businesses. August has a wide range of investment products and services available to meet the needs of his clients. August is dedicated to helping his clients achieve their financial goals.

Firm Information

August Consiglio is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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August Consiglio’s Registration & Firm History

PA

04/21/2016 - Present

Kestra Advisory Services, LLC (WEXFORD PA)

MN

08/10/1993 - 12/03/1997

FORTIS INVESTORS, INC. (OAKDALE MN)

MA

09/22/1992 - 08/12/1993

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

PA

07/24/1986 - 09/09/1992

CIGNA SECURITIES, INC. (RADNOR PA)

NA

06/25/1986 - 07/14/1986

ALLEGHENY INVESTMENTS, LTD.

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Licenses & Designations

BC

Issued 08/22/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for August David Consiglio. Review regulatory record here.
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