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Adam Lublin

Kestra Private Wealth Services, LLC
18 Years of Experience
Waterville, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Adam Lublin is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Waterville, OH, with 18 years of industry experience. Adam 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
208 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

1052 Pray Blvd, Waterville, OH, 43566

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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 ActivitiesSells Insurance

Adam is a member/owner of real estate properties, manages client portfolios and creates financial plans as a Managing Partner/Wealth Advisor at ARC Private Wealth (full-time), manages expenses as an owner of ARC Partners, and handles daily activities as an owner of Lublin Financial LLC.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
June 2024 - Present · 2 yrs 4 mos
Kestra Private Wealth Services, LLC
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Kestra Advisory Services, LLC
June 2024 - June 2024 · 0 mos
Edward Jones
June 2011 - June 2024 · 13 yrs
Edward JonesBroker
June 2011 - June 2024 · 13 yrs
Tfo-Tdc, LLC
May 2011 - June 2011 · 1 mo
Edward Jones
October 2008 - May 2011 · 2 yrs 7 mos
Edward JonesBroker
August 2008 - May 2011 · 2 yrs 9 mos
American Family Securities, LLCBroker
February 2008 - August 2008 · 6 mos
State Registrations19 states
AZCACOFLGAILINKYMAMIMONCNVNYOHOKTNTXVA
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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