Dylan Gregory Stafford
Investment adviser representative at Kestra Private Wealth Services, LLC
15 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
15 years in the industry.
- Kestra Private Wealth Services, LLCJun 2026 to now
- Kestra Advisory Services LLCJun 2026 to now
- Kestra Investment Services LLCJun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2019 to Jun 2026
- Axos BankOct 2017 to Aug 2019
- Amn HealthcareMay 2017 to Sep 2017
- Speed To BurnAug 2013 to Aug 2017
- Sonoma StateAug 2011 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7168548
- Firm CRD
- 155193