Lindsey Kissel is a registered investment advisor, based in Bethesda, MD, with 15 years of industry experience.
Location
6903 Rockledge Dr, 14th Floor, Bethesda, MD, 20817
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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.
Learn about disclosures →Employment History
Current Registrations
Kestra Investment Services, LLCBroker
March 2025 - Present · 1 yr 2 mos
Kestra Investment Services, LLC
March 2025 - Present · 1 yr 2 mos
Wealthspire Retirement Advisory
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
NFP Retirement INC.
May 2022 - March 2023 · 10 mos
Kestra Investment Services, LLCBroker
May 2022 - March 2023 · 10 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
April 2010 - June 2020 · 10 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2007 - December 2008 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2007 - December 2008 · 1 yr 4 mos
State Registrations3 states
GANCVA
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.