Steven Candela
Investment adviser representative at Kestra Private Wealth Services, LLC
12 yearsExperience
1 stateRegistered in
$13.5BFirm assets
15 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
12 years in the industry.
- Kestra Private Wealth Services, LLCJul 2023 to now
- Kestra Investment Services, LLCJul 2023 to now
- Pgim InvestmentsJul 2022 to Apr 2023
- Prudential Investment Management Services LLCJul 2022 to Apr 2023
- Fidelity Deposit and Discount BankJun 2021 to Aug 2021
- Lowe's Home ImprovementMay 2020 to Jun 2020
- Bergen Brick Stone and TileJun 2019 to Aug 2019
- University of ScrantonAug 2018 to Jun 2022
- Uncle Giuseppe's MarketplaceSep 2015 to Feb 2018
- Don Bosco Prep High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Kestra Private Wealth Services, LLC
$13.5BAssets managed
20,230Clients
206Advisers
15 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
- 7595693
- Firm CRD
- 155193