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Robert Peller

Kestra Advisory Services, LLC

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About Robert Peller

Robert Peller is a financial advisor who has been in the industry since January 16, 2000. Robert is currently registered with Kestra Advisory Services, LLC, a firm that provides investment advisory services. Robert is also registered as a Registered Representative with Kestra Investment Services, LLC, which provides brokerage services. Robert has previous experience with CETERA FINANCIAL SPECIALISTS LLC and C. J. M. PLANNING CORP.

Firm Information

Robert Peller 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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Robert Peller’s Registration & Firm History

NY

02/01/2023 - Present

Kestra Advisory Services, LLC (New York NY)

NY

10/24/2005 - 02/24/2023

CETERA FINANCIAL SPECIALISTS LLC (NEW YORK NY)

NJ

01/17/2000 - 10/24/2005

C. J. M. PLANNING CORP. (POMPTON LAKES NJ)

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Licenses & Designations

BC

Issued 01/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Peller.
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