Daniel Robert Moruzzi
Investment adviser representative at Kestra Advisory Services, LLC
14 yearsExperience
2 statesRegistered in
$79.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Kestra Advisory Services, LLCJun 2022 to now
- Kestra Investment Services LLCJun 2022 to now
- National LifeDec 2016 to now
- Equity ServicesDec 2016 to Jun 2022
- Metlife SecuritiesDec 2013 to Dec 2016
- American Portfolios Financial Services, Inc.Jul 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2315352
- Firm CRD
- 283330