Ted D. Snow
Professional summary
Ted Delaney Snow, CFP®, who also goes by Ted D Snow, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Dallas, Texas and KESTRA INVESTMENT SERVICES, LLC located in Dallas, Texas.
Ted is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Ted has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ted Delaney Snow's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1997
Experience
April 21, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 12404 Park Central Drive Suite 125-s, Dallas, TX 75251January 3, 2006 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 12404 Park Central Drive Suite 125-s, Dallas, TX 75251February 16, 2006 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
September 17, 1999 - January 3, 2006
OSAIC FA, INC.
September 17, 1999 - January 3, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
September 17, 1999 - January 3, 2006
OSAIC FA, INC.
July 30, 1997 - September 1, 1999
PRINCIPAL SECURITIES, INC.
May 22, 1987 - July 30, 1997
FIDELITY BROKERAGE SERVICES LLC
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
(3/15/2017)
(8/2/2019)
(1/3/2006)
(2/10/2015)
(1/4/2012)
(1/5/2022)
(1/3/2007)
(1/21/2025)
(7/18/2022)
(10/27/2020)
(3/21/2024)
(7/16/2022)
(1/5/2022)
(1/3/2006)
(4/21/2016)
(10/20/2010)
Exams
Series 8
Date: 10/9/1996
General Securities Sales Supervisor Examination (Options Module & General Module)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 |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Dallas, TX 75251TRUST BUT VERIFY
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