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Gary Steven Melnick

Kestra Advisory Services, LLC

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About Gary Steven Melnick

Gary Steven Melnick is an investment advisor representative associated with Kestra Advisory Services, LLC. Gary has been in the securities industry since 1982 and has held several positions in the financial industry, including producer for MELNICK ROSENBAUM WEALTH MANAGEMENT and sales representative for MELNICK INSURANCE LLC. Gary is a chartered financial consultant and holds Series 6, 7, 22 and 63 licenses. Gary Steven Melnick has been registered with Kestra Advisory Services, LLC since November 2021. Gary Steven Melnick specializes in providing portfolio management for individuals and businesses. He offers financial planning, pension consulting, and selection of other advisors.

Firm Information

Gary Melnick 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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Gary Melnick’s Registration & Firm History

MD

11/17/2021 - Present

Kestra Advisory Services, LLC (Lutherville MD)

MD

09/18/1991 - 11/17/2021

HORNOR, TOWNSEND & KENT, LLC (LUTHERVILLE MD)

DE

04/22/1982 - 09/24/1991

PML SECURITIES COMPANY (NEWARK DE)

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Licenses & Designations

BC

Issued 06/26/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2005

Series 7 - General Securities Representative Examination

BC

Issued 03/28/1983

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 03/15/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gary Steven Melnick.
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