Samuel Legamaro
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.
- Kestra Advisory Services, LLCSep 2024 to now
- Kestra Investment Services, LLCOct 2023 to now
- UnemployedAug 2023 to Oct 2023
- T. Rowe PriceSep 2019 to Aug 2023
- City Year of ChicagoAug 2018 to Jun 2019
- Daystar SchoolSep 2017 to Jul 2018
- Dollar TreeJun 2015 to Jul 2018
- Emory UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7179545
- Firm CRD
- 283330