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Eric Colella

Kestra Advisory Services, LLC
39 Years of Experience
Freehold, NJ
1 DisclosureBrokerSells Insurance
View SEC Summary
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Eric Colella is a registered investment advisor at Kestra Advisory Services, LLC, based in Freehold, NJ, with 39 years of industry experience. Eric 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
—
View Full SEC Brochure

Location

303 West Main Street, 4th Floor, Freehold, NJ, 07728

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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.
Regulatory
July 1988
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eric sells fixed insurance products at a branch, which is investment-related.

Employment History
Current Registrations
Kestra Advisory Services, LLC
August 2025 - Present · 1 yr 2 mos
Kestra Investment Services, LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Commonwealth Financial NetworkBroker
September 2016 - July 2025 · 8 yrs 10 mos
Commonwealth Financial Network
September 2016 - July 2025 · 8 yrs 10 mos
Securities America Advisors, INC.
August 2008 - September 2016 · 8 yrs 1 mo
Securities America, INC.Broker
August 2008 - September 2016 · 8 yrs 1 mo
Multi-Financial Securities Corporation
April 2007 - August 2008 · 1 yr 4 mos
Multi-Financial Securities CorporationBroker
July 2005 - August 2008 · 3 yrs 1 mo
J.P. Turner & Company, L.L.C.Broker
March 2002 - July 2005 · 3 yrs 4 mos
Global Capital Securities CorporationBroker
January 2001 - March 2002 · 1 yr 2 mos
Global Capital Markets, LLCBroker
July 1997 - January 2001 · 3 yrs 6 mos
First Montauk Securities CORP.Broker
February 1997 - June 1997 · 4 mos
Toluca Pacific Securities CORP.Broker
November 1995 - March 1997 · 1 yr 4 mos
Greenway Capital CORP.Broker
October 1992 - November 1995 · 3 yrs 1 mo
Norcross Securities, INC.Broker
March 1992 - October 1992 · 7 mos
Cenpac Securities CORP.Broker
March 1991 - February 1992 · 11 mos
Financial Equities Resources, INC.Broker
March 1990 - March 1991 · 1 yr
Bailey, Martin & Appel, INC.Broker
November 1988 - March 1990 · 1 yr 4 mos
R.C. Stamm & CO., INC.Broker
March 1988 - October 1988 · 7 mos
Beuret & Company, LTD.Broker
March 1988 - May 1988 · 2 mos
Philips, Appel & Walden, INC.Broker
March 1987 - January 1988 · 10 mos
State Registrations7 states
FLGANJNYOHPAWA
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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