Vitale Christy
Investment adviser representative at Kestra Advisory Services, LLC
10 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
10 years in the industry.
- Kestra Advisory Services, LLCNov 2024 to now
- Kestra Investment Services, LLCNov 2024 to now
- Wells FargoMar 2023 to Oct 2024
- DisysNov 2022 to Feb 2023
- Wells Fargo Clearing ServicesNov 2022 to Feb 2023
- UnemployedAug 2022 to Nov 2022
- Robinhood Markets, IncJun 2022 to Aug 2022
- Robinhood Financial, LLCNov 2021 to Aug 2022
- Equitable Advisors, LLCOct 2020 to Oct 2021
- AXA Advisors, LLCFeb 2020 to Jun 2020
- F Scott Fitzgerald TheatreAug 2018 to Oct 2021
- GolocalprovApr 2018 to Aug 2018
- Wlne Abc6Dec 2016 to Apr 2018
- ClydesJul 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7216107
- Firm CRD
- 283330