Ivan Magalhaes dos santos
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, LLCApr 2026 to now
- Kestra Investment Services, LLCJul 2025 to now
- Northwestern Mutual Wealth Management CompanyMay 2024 to Jul 2025
- Northwestern Mutual Investment Services LLCMar 2024 to Jul 2025
- Scott SparksMar 2024 to Jul 2025
- Fidelity InvestmentsJan 2022 to Jan 2024
- Rc Sports TravelFeb 2021 to Jan 2022
- StudentJun 2019 to Feb 2021
- University of MarylandJun 2019 to Dec 2020
- Richmond KickersFeb 2019 to Nov 2021
- No NameAug 2018 to Jan 2019
- Self-employedAug 2018 to Jan 2019
- Tampa Bay RowdiesJan 2018 to Jul 2018
- Rio Grande Valley FcJan 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7605926
- Firm CRD
- 283330