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Gerald Ursrey

Kestra Private Wealth Services, LLC
31 Years of Experience
Ponte Vedra Beach, FL
3 DisclosuresBrokerSells Insurance
View SEC Summary
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Gerald Ursrey is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Ponte Vedra Beach, FL, with 31 years of industry experience. Gerald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 20,230 clients with $13B in assets under management.

Kestra Private Wealth Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
20,230 clients
Average Client Portfolio
$665K average
Assets Under Management
$13.5B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% annually and are negotiable based on account size, registration type, and platform selected.

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

Location

Ponte Vedra Beach, FL

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History

Regulatory History (3)
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
December 2010
Final
Customer Dispute
February 2009
Settled
Criminal
September 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gerald is an agent with Pinnacle IFS selling various insurance products and mutual funds, and the Managing Partner of The Ursrey Companies LLC, running his insurance and securities business. He also works as an IAR Rep for TLG Advisors Inc, an advisor for The Ursrey Companies LLC, an Investment Advisor Representative for Kestra Advisory Services, LLC, and a Managing Director for Rivergrass Wealth Management, providing investment advisory services and selling variable life insurance and annuities.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
October 2023 - Present · 3 yrs
Kestra Investment Services, LLCBroker
December 2022 - Present · 3 yrs 10 mos
Previous Registrations
Kestra Advisory Services, LLC
December 2022 - April 2024 · 1 yr 4 mos
Tlg Advisors, INC.
August 2022 - December 2022 · 4 mos
The Leaders Group, INC.Broker
December 2005 - December 2022 · 17 yrs
Hornor, Townsend & Kent, INC.
November 2001 - July 2005 · 3 yrs 8 mos
Hornor, Townsend & Kent, INC.Broker
November 2001 - January 2006 · 4 yrs 2 mos
New England SecuritiesBroker
December 1994 - November 2001 · 6 yrs 11 mos
State Registrations7 states
FLGAKSLAMAPATX
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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