Judith Dicenzo is a CFA-designated registered investment advisor at Kestra Advisory Services, LLC, based in Dayton, OH, with 23 years of industry experience. Judith 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
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
Location
11 West Monument Avenue, Dayton, OH, 45424
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Judith is involved in several business activities, including real estate administration for Miami Valley Rentals since 1987, dedicating about 10-20% of her time. She also owns Forenzo Wine Company and works as an Investment Advisor Representative and consultant, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Financial Telesis, INC.
Financial Telesis INCBroker
Strong Investments, 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.
Exams
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