Eric S. Colella

KESTRA ADVISORY SERVICES

Freehold, NJ 07728

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CRD#: 1606466

Professional summary

Eric Scott Colella is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Freehold, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Freehold, New Jersey.

Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Eric has worked at 19 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 4 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Name: DYNASTY ADVISORS LLC FIXED INSURANCE POSITION: agent NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/29/2005 ADDRESS: 303 W. Main St, Suite 410, Freehold NJ 07728, United States DESCRIPTION: Sales and service Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/31/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: DYNASTY ADVISORS LLC POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 07/31/2025 ADDRESS: 303 W. Main St, Suite 410, Freehold NJ 07728, United States DESCRIPTION: Assisting clients as their advisor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Scott Colella's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 1, 2025 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 303 West Main Street Suite 410, Freehold, NJ 07728

RIA

CRD#: 283330

Freehold, NJ

Current

July 31, 2025 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 303 W. Main St Suite 410, Freehold, NJ 07728

CRD#: 42046

Freehold, NJ

Past

September 30, 2016 - July 31, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Freehold, NJ

Past

September 30, 2016 - July 31, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Freehold, NJ

Past

August 8, 2008 - September 30, 2016

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

ISELIN, NJ

Past

August 8, 2008 - September 30, 2016

SECURITIES AMERICA, INC.

CRD#: 10205

ISELIN, NJ

Past

April 24, 2007 - August 11, 2008

CETERA ADVISORS LLC

RIA

CRD#: 10299

ISELIN, NJ

Past

July 15, 2005 - August 11, 2008

CETERA ADVISORS LLC

CRD#: 10299

ISELIN, NJ

Past

March 27, 2002 - July 18, 2005

J.P. TURNER & COMPANY, L.L.C.

CRD#: 43177

ATLANTA, GA

Past

January 2, 2001 - March 26, 2002

GLOBAL CAPITAL SECURITIES CORPORATION

CRD#: 16184

ENGLEWOOD, CO

Past

July 7, 1997 - January 2, 2001

GLOBAL CAPITAL MARKETS, LLC

CRD#: 16191

MELVILLE, NY

Past

February 19, 1997 - June 25, 1997

FIRST MONTAUK SECURITIES CORP.

CRD#: 13755

RED BANK, NJ

Past

November 8, 1995 - March 28, 1997

TOLUCA PACIFIC SECURITIES CORP.

CRD#: 13875

BURBANK, CA

Past

October 30, 1992 - November 1, 1995

CORTLANDT CAPITAL CORPORATION

CRD#: 25152

NEW YORK CITY, NY

Past

March 10, 1992 - October 2, 1992

NORCROSS & COMPANY

CRD#: 28570

PHOENIX, AZ

Past

March 20, 1991 - February 28, 1992

CENPAC SECURITIES CORP.

CRD#: 16089

Past

March 5, 1990 - March 6, 1991

FINANCIAL EQUITIES RESOURCES, INC.

CRD#: 13810

Past

November 18, 1988 - March 5, 1990

BAILEY, MARTIN & APPEL, INC.

CRD#: 15833

Past

March 31, 1988 - May 18, 1988

BEURET & COMPANY, LTD.

CRD#: 16198

Past

March 31, 1988 - October 24, 1988

R.C. STAMM & CO., INC.

CRD#: 11105

Past

March 24, 1987 - January 4, 1988

PHILIPS, APPEL & WALDEN, INC.

CRD#: 659

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(7/31/2025)

Georgia
(7/31/2025)

New Jersey
(7/31/2025)

IAR

New Jersey
(8/1/2025)

New York
(7/31/2025)

Ohio
(7/31/2025)

Pennsylvania
(7/31/2025)

Washington
(7/31/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/25/2006

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/15/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/1987

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 9/28/2000

Registered Options Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/31/1989

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

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	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Eric S. Colella

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Scott Colella's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

CETERA ADVISORS LLC

CETERA ADVISORS LLC

J.P. TURNER & COMPANY, L.L.C.

GLOBAL CAPITAL SECURITIES CORPORATION

GLOBAL CAPITAL MARKETS, LLC

FIRST MONTAUK SECURITIES CORP.

TOLUCA PACIFIC SECURITIES CORP.

CORTLANDT CAPITAL CORPORATION

NORCROSS & COMPANY

CENPAC SECURITIES CORP.

FINANCIAL EQUITIES RESOURCES, INC.

BAILEY, MARTIN & APPEL, INC.

BEURET & COMPANY, LTD.

R.C. STAMM & CO., INC.

PHILIPS, APPEL & WALDEN, INC.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2006

Series 63

Date: 4/15/1987

SIE

Date: 10/1/2018

Series 7

Date: 3/21/1987

Series 4

Date: 9/28/2000

Series 24

Date: 8/31/1989

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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