Alyson Renee Kest
Investment adviser representative at Spearhead Administrative Services, LLC
11 yearsExperience
1 stateRegistered in
$3.8BFirm assets
4 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- The Leaders Group IncMay 2023 to now
- Spearhead Administrative Services, LLCFeb 2022 to now
- Spearhead Capital, LLCNov 2020 to Nov 2022
- Spearhead Capital Advisors, LLCNov 2020 to Feb 2022
- Hartshorne Group, Inc.Aug 2019 to Oct 2020
- Wbi Investments, Inc.Aug 2019 to Oct 2020
- Millington Securities, Inc.Oct 2015 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Spearhead Administrative Services, LLC
$3.8BAssets managed
28Clients
5Advisers
4 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
- 3093693
- Firm CRD
- 319289