Brian Dubreuil
Investment adviser representative at Kestra Advisory Services, LLC
11 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
11 years in the industry.
- Kestra Advisory Services, LLCJun 2025 to now
- Kestra Investment Services, LLCJun 2025 to now
- Sound Wealth Management, LLCAug 2024 to Jun 2025
- Commonwealth Financial NetworkApr 2023 to Jun 2025
- Aucoin Wealth ManagementApr 2023 to Aug 2024
- Saybrus Equity Services, IncFeb 2021 to Apr 2023
- Saybrus Partners, LLCFeb 2021 to Apr 2023
- AIG Capital Services, Inc.Dec 2015 to Feb 2021
- American General Life InsuranceDec 2015 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (LA, 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
- 2393569
- Firm CRD
- 283330