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TrueAdvisor
AP
CFP
AP
CFP

Alexander Michael Panas

Kestra Advisory Services, LLC
33 Years of Experience
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax Planning
Kestra Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1370 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K

Location

475 Park Avenue, Suite 2100, New York, NY, 10016

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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
May 2019
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alexander is a partner/member/financial planner at Synthesis Wealth Planning, LLC, an investment advisory representative at Kestra Advisory Services, LLC, and a producer at NFP/PartnersFinancial. He also instructs seminars and serves as a board member for Morris Rugby Corporation, dedicating a significant amount of time to these activities.

Employment History
Current Registrations
Kestra Investment Services, LLC
July 2019 - Present · 6 yrs 7 mos
Kestra Advisory Services, LLC
July 2019 - Present · 6 yrs 7 mos
Kestra Investment Services, LLCBroker
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Kestra Advisory Services, LLC
January 2018 - June 2019 · 1 yr 5 mos
Kestra Investment Services, LLCBroker
January 2018 - June 2019 · 1 yr 5 mos
Summit Financial Resources INC
December 2005 - February 2018 · 12 yrs 2 mos
Summit Equities INC
July 2005 - February 2018 · 12 yrs 7 mos
Summit Equities, INC.Broker
July 2005 - February 2018 · 12 yrs 7 mos
Stonebridge Capital Management
August 2003 - October 2005 · 2 yrs 2 mos
Cadaret, Grant & CO., INC.Broker
January 1998 - July 2005 · 7 yrs 6 mos
Guardian Investor Services CorporationBroker
July 1996 - January 1998 · 1 yr 6 mos
Cadaret, Grant & CO., INC.Broker
April 1995 - December 1996 · 1 yr 8 mos
Financial Network Investment CorporationBroker
August 1993 - April 1995 · 1 yr 8 mos
Cadaret, Grant & CO., INC.Broker
July 1992 - August 1993 · 1 yr 1 mo
State Registrations26 states
ARAZCACOCTDCDEFLGAHIINMAMDMEMINCNJNVNYOHPASCTXVAVTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.