Eric Colella
Eric Colella is a registered investment advisor at Kestra Advisory Services, LLC, based in Freehold, NJ, with 38 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
303 West Main Street, 4th Floor, Freehold, NJ, 07728
Get directionsHistory
Regulatory History (1)
Regulatory
July 1988Other Business ActivitiesSells Insurance
Eric sells fixed insurance products at a branch, which is investment-related.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Securities America Advisors, INC.
Securities America, INC.Broker
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
J.P. Turner & Company, L.L.C.Broker
Global Capital Securities CorporationBroker
Global Capital Markets, LLCBroker
First Montauk Securities CORP.Broker
Toluca Pacific Securities CORP.Broker
Greenway Capital CORP.Broker
Norcross Securities, INC.Broker
Cenpac Securities CORP.Broker
Financial Equities Resources, INC.Broker
Bailey, Martin & Appel, INC.Broker
R.C. Stamm & CO., INC.Broker
Beuret & Company, LTD.Broker
Philips, Appel & Walden, INC.Broker
State Registrations7 states
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.