Adam Matthew Lublin
Investment adviser representative at Kestra Private Wealth Services, LLC
15 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
15 years in the industry.
- Kestra Investment Services, LLCJun 2024 to now
- Kestra Private Wealth Services, LLCJun 2024 to now
- Edward JonesJun 2011 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
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
- 5477080
- Firm CRD
- 155193