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Stephen Zelcer

Kestra Advisory Services, LLC

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About Stephen Zelcer

Stephen Zelcer is a financial advisor with Kestra Advisory Services, LLC. Stephen has been in the industry for over 14 years and has held previous roles with National Planning Corporation, Ridgeway & Conger, Inc., Park Avenue Securities LLC, and Royal Alliance Associates, Inc. Stephen's expertise includes financial planning, pension consulting, and portfolio management for individuals and businesses. Stephen is registered as an Investment Advisor Representative (IAR) in Maryland.

Firm Information

Stephen Zelcer 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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Stephen Zelcer’s Registration & Firm History

MD

07/27/2024 - Present

Kestra Advisory Services, LLC (GAITHERSBURG MD)

MD

05/03/2012 - 11/11/2016

NATIONAL PLANNING CORPORATION (ROCKVILLE MD)

NY

01/01/2010 - 05/17/2012

RIDGEWAY & CONGER, INC. (NEW WOODSTOCK NY)

MD

02/20/2009 - 09/18/2009

PARK AVENUE SECURITIES LLC (SPARKS MD)

MD

05/07/2007 - 12/11/2008

ROYAL ALLIANCE ASSOCIATES, INC. (TOWSON MD)

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Licenses & Designations

IA

Issued 07/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/05/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/11/2016

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Zelcer.
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