Daniel Bendheim
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- Kestra Advisory Services, LLCMay 2026 to now
- Kestra Investment Services, LLCMay 2026 to now
- Pillar Financial GroupApr 2025 to May 2026
- Commonwealth Financial NetworkFeb 2025 to May 2026
- Navigate FinancialFeb 2025 to Apr 2025
- UnemployedJan 2025 to Feb 2025
- Tel-aviv UniversityOct 2023 to Dec 2024
- Self-employedAug 2022 to Oct 2023
- Robinhood Markets, IncJun 2022 to Aug 2022
- Robinhood Financial, LLCNov 2021 to Aug 2022
- The Vanguard Group, Inc.May 2020 to Nov 2021
- UnemployedJan 2020 to May 2020
- Edward JonesJun 2019 to Jan 2020
- UnemployedJun 2018 to May 2019
- Arizona State UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 7127308
- Firm CRD
- 283330