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JS

Joseph P. Silvestri

KESTRA ADVISORY SERVICES
Freehold, NJ 07728
CRD#: 1812212
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JS
Joseph P SilvestriKESTRA ADVISORY SERVICES

Professional summary

Joseph P Silvestri, CFP®, ChFC®, CLU®, who also goes by Joseph P Sisilvestri, 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.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Joseph has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joseph P Sisilvestri

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph P Silvestri'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®
CFP®

Certified Financial Planner

Start date: 2006

ChFC®

Chartered Financial Consultant

CLU®

Chartered Life Underwriter

Experience

Current

May 19, 2026 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 100 Willow Brook Rd, Freehold, NJ 07728
RIA
CRD#: 283330
Freehold, NJ
Current

May 19, 2026 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 100 Willow Brook Rd Ste 250, Freehold, NJ 07728
BD
CRD#: 42046
Freehold, NJ
Past

February 24, 2023 - May 20, 2026

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
Freehold, NJ
Past

February 24, 2023 - May 20, 2026

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
Freehold, NJ
Past

March 25, 2017 - February 27, 2023

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
FREEHOLD, NJ
Past

March 25, 2017 - February 27, 2023

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
FREEHOLD, NJ
Past

January 2, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
WALL TOWNSHIP, NJ
Past

January 2, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
WALL TOWNSHIP, NJ
Past

September 5, 2002 - January 2, 2015

NEW ENGLAND SECURITIES

RIA
CRD#: 615
WALL TOWNSHIP, NJ
Past

March 21, 1988 - January 2, 2015

NEW ENGLAND SECURITIES

BD
CRD#: 615
WALL TOWNSHIP, NJ

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".
KA
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.
RR
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

RR
Arizona
(5/19/2026)
RR
California
(5/19/2026)
RR
Connecticut
(5/19/2026)
RR
Delaware
(5/22/2026)
RR
District of Columbia
(5/19/2026)
RR
Florida
(5/19/2026)
RR
Georgia
(5/19/2026)
RR
Kentucky
(5/22/2026)
RR
Maine
(5/19/2026)
RR
Maryland
(5/19/2026)
RR
Massachusetts
(5/20/2026)
IAR
New Jersey
(5/19/2026)
RR
New Jersey
(5/21/2026)
RR
New York
(5/19/2026)
RR
North Carolina
(5/22/2026)
RR
Ohio
(5/19/2026)
RR
Pennsylvania
(5/19/2026)
RR
South Carolina
(5/19/2026)
RR
Texas
(5/19/2026)
IAR
Texas
(5/19/2026)
RR
Vermont
(5/19/2026)
RR
Wisconsin
(5/19/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/10/2002
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/19/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/4/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/3/1989
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 3/18/1988
Direct Participation Programs Representative Examination
SRO Registrations
RR
FINRA

Current Firm

KA
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) (11/24/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (11/24/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (11/24/2025)

Regulatory assets under management

Total Number of Accounts155,482
AUM (Assets Under Management)$ 60,174,309,829

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025
Cover Page
Report
12/23/2024
Cover Page
Report
10/20/2023
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.

Company Information

KESTRA ADVISORY SERVICES, LLC

CRD#: 283330Freehold, NJ 07728

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