Keith Edward Roberts
Investment adviser representative at Kestra Advisory Services, LLC
11 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
11 years in the industry.
- Kestra Advisory Services, LLCApr 2023 to now
- Christopher Street FinancialApr 2023 to Apr 2023
- Northwestern Mutual Investment Services LLCMar 2023 to Mar 2023
- Northwestern Mutual Life Insurance CompanySep 2022 to Mar 2023
- UnemployedJun 2022 to Aug 2022
- Ccs FundraisingMar 2022 to Jun 2022
- Louis VuittonMay 2021 to Mar 2022
- American Ballet TheatreSep 2012 to May 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
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
- 7617132
- Firm CRD
- 283330