Daniel Avnaim
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, LLCJan 2025 to now
- Kestra Investment Services, LLCJul 2024 to now
- Associated Students At San Diego State UniversitySep 2022 to May 2024
- Bethesda Country ClubJun 2021 to Aug 2021
- San Diego State UniversityAug 2020 to May 2024
- Rockville SportsplexJan 2018 to Aug 2020
- Wootton High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7958619
- Firm CRD
- 283330