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ChFC

August Consiglio

Kestra Advisory Services, LLC
40 Years of Experience
Wexford, PA
1 DisclosureBrokerSells Insurance
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August Consiglio is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Wexford, PA, with 40 years of industry experience. August is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Wexford, PA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2023
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

August is the President of Consiglio Financial Group, LLC, engaging in registered representative activities, insurance, and investment advisory services. He also works as an Investment Advisor Representative for Kestra Advisory Services, LLC, dedicating nearly all of his time to these activities.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLCBroker
December 1997 - Present · 28 yrs 10 mos
Previous Registrations
NFP Advisor Services, LLC
April 2009 - September 2016 · 7 yrs 5 mos
Apb Financial Group LTD
January 1995 - November 2004 · 9 yrs 10 mos
Fortis Investors, INC.Broker
August 1993 - December 1997 · 4 yrs 4 mos
MML Investors Services, INC.Broker
September 1992 - August 1993 · 11 mos
Cigna Securities, INC.Broker
July 1986 - September 1992 · 6 yrs 2 mos
Allegheny Investments, LTD.Broker
June 1986 - July 1986 · 1 mo
State Registrations5 states
COFLINMDPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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