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Morgan Marie Smith

Kestra Advisory Services, LLC

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About Morgan Marie Smith

Morgan Marie Smith is a registered representative with Kestra Advisory Services, LLC, a firm based in Austin, TX. Morgan has over 10 years of experience in the financial services industry. Morgan provides investment advisory services, wealth planning, and wealth strategy advice to clients through Kestra Advisory Services, LLC. Morgan is also a member of the Board of Directors for New England School of the Arts. Morgan has been registered with the state of New Hampshire since 2020 and is currently registered in 28 states.

Firm Information

Morgan Smith 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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Morgan Smith’s Registration & Firm History

NH

04/27/2023 - Present

Kestra Advisory Services, LLC (Hanover NH)

NH

01/10/2020 - 04/28/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HANOVER NH)

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Licenses & Designations

BOTH

Issued 02/08/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2020

Series 7TO - General Securities Representative Examination

BC

Issued 09/26/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Morgan Marie Smith. Review regulatory record here.
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