Adam Daniel Tolle
Investment adviser representative at Kestra Private Wealth Services, LLC
14 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
14 years in the industry.
- Kestra Private Wealth Services, LLCNov 2023 to now
- Kestra Advisory Services, LLCNov 2023 to now
- Kestra Investment Services, LLCNov 2023 to now
- Avantax Advisory ServicesOct 2019 to Nov 2023
- Avantax Investment Services, Inc.Oct 2019 to Nov 2023
- 1st Global Advisors, IncJan 2018 to Oct 2019
- 1st Global Capital, Corp.Jan 2018 to Oct 2019
- Byrt Cpas, LLCFeb 2012 to Nov 2023
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 6895699
- Firm CRD
- 155193