Scott Anthony Lopresti
Investment adviser representative at Kestra Advisory Services, LLC
22 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
22 years in the industry.
- Kestra Advisory Services, LLCMar 2024 to now
- Kestra Investment Services, LLCMar 2024 to now
- Lincoln Financial Advisors CorporationSep 2022 to Mar 2024
- LPL Financial, LLCJul 2017 to Sep 2022
- Ameritas Investment CorpMay 2009 to Jul 2017
- Ameritas Life InsuranceMay 2009 to Jul 2017
- Ameritas Life Insurance Corp of New YorkMay 2009 to Jul 2017
- Dipaola Financial GroupApr 2009 to Jul 2017
- Lopresti Enterprises IncMay 2004 to Mar 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5002405
- Firm CRD
- 283330