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Stacy A Hollender

Investment adviser representative at Kestra Advisory Services, LLC
14 yearsExperience
1 stateRegistered 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.

  1. Kestra Advisory Services, LLCJan 2021 to now
  2. Kestra Investment Services LLCJan 2021 to now
  3. UnemployedJul 2019 to Jan 2021
  4. Sigma Financial CorporationApr 2012 to Jul 2019
  5. SpcApr 2012 to Jul 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 1 state (WA).

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
2952550
Firm CRD
283330
Advisor's SEC record (opens in a new tab)
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