Thomas Robert Montavon
Investment adviser representative at Kestra Advisory Services, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Kestra Advisory Services, LLCAug 2026 to now
- Kestra Investment Services, LLCAug 2026 to now
- Newedge AdvisorsApr 2025 to Aug 2026
- Newedge Securites LLCFeb 2025 to Aug 2026
- University of Cincinnati In OhioAug 2024 to Feb 2025
- Fifth Third FinancialMay 2024 to Aug 2024
- Fifth Third Wealth ManagementJan 2024 to May 2024
- Resolute Wealth ManagementMay 2023 to Aug 2023
- Cooper's Hawk Winery and RestaurantAug 2021 to Dec 2023
- StarbucksApr 2021 to Aug 2021
- Tropical Smoothie CafeJul 2019 to Mar 2021
- Kettering Middle School/kettering Fairmont HighschoolFeb 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7737247
- Firm CRD
- 283330