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CFP

Cameron Koplik

Kestra Advisory Services, LLC
15 Years of Experience
Bridgewater, NJ
Broker
View SEC Summary
View SEC Summary

Cameron Koplik is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Bridgewater, NJ, with 15 years of industry experience. Cameron 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.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 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
—
View Full SEC Brochure

Location

440 Route 22 E, Suite 190, Bridgewater, NJ, 08807

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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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Employment History
Current Registrations
Kestra Investment Services, LLCBroker
September 2026 - Present · 1 mo
Kestra Advisory Services, LLC
September 2026 - Present · 1 mo
Previous Registrations
Commonwealth Financial NetworkBroker
August 2021 - September 2026 · 5 yrs 1 mo
Commonwealth Financial Network
August 2021 - September 2026 · 5 yrs 1 mo
MML Investors Services, LLCBroker
March 2017 - August 2021 · 4 yrs 5 mos
MML Investors Services, LLC
March 2017 - August 2021 · 4 yrs 5 mos
Msi Financial Services, INC.
January 2015 - March 2017 · 2 yrs 2 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England Securities Corporation
February 2012 - January 2015 · 2 yrs 11 mos
New England SecuritiesBroker
July 2011 - January 2015 · 3 yrs 6 mos
State Registrations7 states
CADEFLGAMANJNY
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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