Keith Stabasefski
Investment adviser representative at Kestra Private Wealth Services, LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$13.5BFirm assets
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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
16 years in the industry.
- Kestra Private Wealth Services, LLCMar 2023 to now
- Bgw Wealth Advisors, LLCMay 2022 to Mar 2023
- Bgw Cpa, PllcSep 2021 to Mar 2023
- Capital One Investing, IncNov 2019 to Sep 2021
- Untied Income, Inc.Oct 2019 to Nov 2019
- Secrest Blakey & Associates, LLCSep 2013 to Nov 2019
- Cavok Wealth ConsultingJun 2010 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 5817275
- Firm CRD
- 155193