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ChFC · PFS
TM
ChFC · PFS

Thomas Machuga

Kestra Advisory Services, LLC
34 Years of Experience
East Hartford, CT
BrokerSells Insurance
View SEC Summary
View SEC Summary

Thomas Machuga is a ChFC, PFS-designated registered investment advisor at Kestra Advisory Services, LLC, based in East Hartford, CT, with 34 years of industry experience. Thomas 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

330 Roberts Street, Suite 402, East Hartford, CT, 06108

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Thomas has been involved in fixed insurance sales since 1991. This activity, conducted at the branch location, takes about 10-20% of his time.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
June 2025 - Present · 1 yr 4 mos
Kestra Advisory Services, LLC
June 2025 - Present · 1 yr 4 mos
Previous Registrations
Commonwealth Financial Network
January 2000 - June 2025 · 25 yrs 5 mos
Commonwealth Financial NetworkBroker
October 1999 - June 2025 · 25 yrs 8 mos
Robert W. Baird & CO. IncorporatedBroker
October 1992 - November 1999 · 7 yrs 1 mo
Northwestern Mutual Investment Services, LLCBroker
September 1992 - November 1999 · 7 yrs 2 mos
State Registrations14 states
AZCTDEFLGAMAMDMENCNJNVNYPASC
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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