Stephen Zelcer
Investment adviser representative at Kestra Advisory Services, LLC
17 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 yearsFirm in business
Are you Stephen Zelcer? Claim your profile
Contact this firm
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
17 years in the industry.
- Kestra Advisory Services, LLCMay 2024 to now
- Stephen Zelcer, LLCJan 2023 to May 2024
- Shober ZelcerJan 2017 to Apr 2024
- National Planning CorporationMay 2012 to Nov 2016
- S. Z. FinancialApr 2009 to Dec 2022
Exams passed
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5327744
- Firm CRD
- 283330