Nicholas Kreuzer
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 2026 to now
- Kestra Investment Services, LLCOct 2026 to now
- LPL Enterprise, LLCOct 2025 to Oct 2026
- UnemployedJul 2025 to Sep 2025
- Elms CollegeAug 2023 to Jun 2025
- Ocean State Job LotJul 2022 to Jul 2023
- Holyoke Community CollegeAug 2020 to Jun 2023
- Designs for HealthJun 2019 to Sep 2019
- Highland Park MarketJul 2018 to Jun 2019
- Suffield High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 8173519
- Firm CRD
- 283330