Nicholas Easby-smith
Investment adviser representative at Kestra Advisory Services, LLC
11 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
11 years in the industry.
- Kestra Advisory Services, LLC.Jun 2021 to now
- Kestra Investment Services, LLCJun 2021 to now
- Equitable AdvisorsDec 2020 to Jun 2021
- United BankJul 2020 to Nov 2020
- Legacy National BankMay 2019 to Jan 2020
- Goldmedal AutoplexJun 2018 to Aug 2018
- Firehouse SubsSep 2017 to Oct 2017
- University of ArkansasAug 2015 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7318633
- Firm CRD
- 283330