Patrice Rizzo
Investment adviser representative at Kestra Advisory Services, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$79.8BFirm assets
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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, LLCMay 2026 to now
- Kestra Investment Services, LLCMay 2026 to now
- Arkhitekton Financial GroupNov 2024 to May 2026
- Commonwealth Financial NetworkNov 2024 to May 2026
- Bda1, LLCMar 2024 to Oct 2024
- Northwestern Mutual Wealth Management CompanyMar 2023 to Jan 2024
- Northwestern Mutual Investment Services LLCMar 2022 to Jan 2023
- Northwestern Mutual Life Insurance CompanyDec 2021 to May 2022
- AmazonJul 2016 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 7445926
- Firm CRD
- 283330