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Thomas J Biadas

Kestra Advisory Services, LLC

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About Thomas J Biadas

Thomas Biadas is an investment advisor representative at Kestra Advisory Services, LLC. Thomas has been in the industry since 1987. Thomas works with individuals, businesses, and retirement plans. Thomas can provide financial planning and investment advice. Thomas is registered with the state of Ohio as an Investment Advisor Representative.

Firm Information

Thomas Biadas 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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Thomas Biadas’s Registration & Firm History

OH

11/23/2021 - Present

Kestra Advisory Services, LLC (Avon OH)

OH

01/01/2008 - 11/22/2021

WELLS FARGO CLEARING SERVICES, LLC (CLEVELAND OH)

OH

02/28/2006 - 01/03/2008

A. G. EDWARDS & SONS, INC. (WESTLAKE OH)

NY

07/26/1988 - 03/21/2006

MORGAN STANLEY DW INC. (PURCHASE NY)

NA

03/28/1988 - 07/29/1988

FIRST CLEVELAND INVESTMENTS, INC.

NA

08/15/1987 - 04/05/1988

KETTLER & COMPANY

NA

06/26/1987 - 08/20/1987

AMERICAN PACIFIC SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 08/24/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/1993

Series 31 - Futures Managed Funds Examination

BC

Issued 05/16/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Thomas J Biadas. Review regulatory record here.
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