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CFP

Gregory Kesteren

Private Advisor Group, LLC
33 Years of Experience
Walnut Creek, CA
Broker
View SEC Summary
View SEC Summary

Gregory Kesteren is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Walnut Creek, CA, with 33 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1255 Treat Boulevard 3rd Floor, Walnut Creek, CA, 94597

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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 Activities

Gregory operates Van Kesteren Capital Management as a DBA for his LPL business, dedicating about a quarter of his time. He also provides investment advisory services through Mariner Independent Advisor Network LLC, spending nearly full-time hours on this activity. Gregory also spends minimal time on an online retailing business.

Employment History
Current Registrations
Private Advisor Group, LLC
June 2026 - Present · 4 mos
LPL Financial LLC
January 2016 - Present · 10 yrs 9 mos
LPL Financial LLCBroker
January 2016 - Present · 10 yrs 9 mos
Previous Registrations
Mariner Advisor Network
July 2016 - June 2026 · 9 yrs 11 mos
Strategic Wealth Advisors Group
January 2016 - July 2016 · 6 mos
RBC Capital Markets, LLC
October 2008 - February 2016 · 7 yrs 4 mos
RBC Capital Markets, LLCBroker
October 2008 - February 2016 · 7 yrs 4 mos
Wachovia Securities, LLC
January 2008 - October 2008 · 9 mos
Wachovia Securities, LLCBroker
January 2008 - October 2008 · 9 mos
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
September 1994 - January 2008 · 13 yrs 4 mos
Olde Discount CorporationBroker
September 1993 - October 1994 · 1 yr 1 mo
State Registrations7 states
CAMTNHNVORSCTX
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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