Luis Dolan
Investment adviser representative at Kestra Private Wealth Services, LLC
13 yearsExperience
2 statesRegistered in
$13.5BFirm assets
15 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
13 years in the industry.
- Kestra Private Wealth Services, LLCJul 2022 to now
- Kestra Investment Services, LLCJun 2022 to now
- Kestra Private Wealth, LLCJun 2022 to now
- Citizens Securities, Inc.May 2013 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 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
- 4470577
- Firm CRD
- 155193