SD
CFP
SD
CFP

Seth Dresbold

15 Years of Experience
Pittsburgh, PA
Broker

Seth Dresbold is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Pittsburgh, PA, with 15 years of industry experience. Seth 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1450 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

525 William Penn Place, Ste 3401, Pittsburgh, PA, 15219

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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

Seth is involved in several business activities, including consulting, legal work as an attorney, teaching courses, angel investing, and providing investment advisory services through Kestra Advisory Services, LLC and Signature Financial Planning. He dedicates a significant amount of time to financial planning, working full-time at Signature Financial Planning.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLCBroker
June 2011 - Present · 15 yrs 4 mos
Kestra Investment Services, LLC
June 2011 - Present · 15 yrs 4 mos
Previous Registrations
Signature Select Wealth
January 2020 - September 2025 · 5 yrs 8 mos
NFP Advisor Services, LLC
July 2011 - September 2016 · 5 yrs 2 mos
State Registrations24 states
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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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