Emily Noel Tonti
Investment adviser representative at Kestra Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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
13 years in the industry.
- Oculus Insurance SolutionsJul 2022 to now
- The Business ResourceJul 2022 to now
- Kestra Advisory Services, LLCDec 2019 to now
- Kestra Investment Services, LLCAug 2018 to now
- Oculus Financial Group LLCAug 2018 to now
- Duo Tasting RoomJul 2020 to Aug 2022
- West Coast DrywallAug 2018 to Nov 2022
- Cole Drake EventsMay 2013 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7008435
- Firm CRD
- 283330