Ryan Fanizza
Investment adviser representative at Kestra Advisory Services, LLC
18 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
18 years in the industry.
- Kestra Advisory Services, LLCMay 2024 to now
- Kestra Investment Services, LLCMay 2024 to now
- Commonwealth Financial NetworkFeb 2021 to May 2024
- Kdi WealthJan 2021 to May 2024
- Desert Financial Credit UnionJan 2019 to Dec 2020
- Chaparral Pines Golf ClubMar 2017 to Dec 2018
- Arizona Respiratory ServicesAug 2008 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7326535
- Firm CRD
- 283330