Nicole Brianne Taggart
Investment adviser representative at Kestra Advisory Services, LLC
10 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
10 years in the industry.
- Kestra Advisory Services, LLCOct 2025 to now
- Kestra Investment Services, LLCOct 2025 to now
- Massmutual Life Insurance CompanyJul 2024 to Aug 2025
- Blue Ocean Wealth Solutions,LLCMay 2024 to Sep 2024
- Kestra Investment Services, LLCMay 2023 to Sep 2023
- Woodbury Financial Services, Inc.May 2023 to Jun 2023
- Panera BreadNov 2021 to Apr 2024
- Penn StateAug 2020 to May 2024
- Spages PharmacyAug 2019 to Dec 2019
- Escape ZoneJan 2019 to May 2019
- Smithtown High School EastSep 2016 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 7746770
- Firm CRD
- 283330