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Dominic Todarello

Kestra Advisory Services, LLC

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About Dominic Todarello

Dominic Todarello is a financial advisor at Kestra Advisory Services, LLC. Dominic has been a registered representative for over 30 years, and has been providing financial advice since 1990. Dominic is a Series 6, 63, and 65 licensed advisor and has experience working with individuals, families, and businesses. Dominic works with clients to create customized financial plans that meet their specific needs.

Firm Information

Dominic Todarello 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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Dominic Todarello’s Registration & Firm History

NJ

04/26/2016 - Present

Kestra Advisory Services, LLC (HOWELL NJ)

IN

12/08/2003 - 11/04/2005

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

IN

12/08/2003 - 11/04/2005

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

MA

01/01/1992 - 12/05/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

NJ

07/09/1990 - 12/06/1991

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

07/09/1990 - 12/06/1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BC

Issued 12/26/2000

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/01/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/06/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dominic Todarello.
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