August D. Consiglio
Professional summary
August David Consiglio JR, who also goes by Augie Consiglio, Augie Consiglo Jr, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Wexford, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Wexford, Pennsylvania.
August is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1986. August has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view August David Consiglio JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 21, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 131 Oakhaven Dr, Wexford, PA 15090December 1, 1997 - Present
KESTRA INVESTMENT SERVICES, LLC
April 1, 2009 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
January 3, 1995 - November 23, 2004
APB FINANCIAL GROUP LTD
August 10, 1993 - December 3, 1997
WOODBURY FINANCIAL SERVICES, INC.
September 22, 1992 - August 12, 1993
MML INVESTORS SERVICES, LLC
July 24, 1986 - September 9, 1992
LINCOLN FINANCIAL DISTRIBUTORS, INC.
June 25, 1986 - July 14, 1986
ALLEGHENY INVESTMENTS, LTD.
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/20/2017)
(2/9/2022)
(10/19/2017)
(4/14/2004)
(12/1/1997)
(4/21/2016)
Exams
FINRA
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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