Daniel Faett
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$79.8BFirm 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
10 years in the industry.
- Kestra Advisory Services, LLCAug 2024 to now
- Ford Estates, LLCJun 2018 to Jul 2024
- Bank of America, N.A.Nov 2017 to Jun 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2017 to Jun 2018
- Kestra Financial Services, IncApr 2016 to Oct 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 5817517
- Firm CRD
- 283330