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Louise F. Albert

KESTRA ADVISORY SERVICES
Fernandina Beach, FL
Some features on this profile are disabled
CRD#: 2180579
LA

Professional summary

Louise Felicetti Albert, CFP®, who also goes by Louise Danielle Albert, Louise Felicetti Albert, Louise Danielle Felicetti, Louise Danielle Felicetti, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Fernandina Beach, Florida and KESTRA INVESTMENT SERVICES, LLC located in Elmsford, New York.

Louise is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Louise has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Louise Danielle Albert | Louise Felicetti Albert | Louise Danielle Felicetti | Louise Danielle Felicetti

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.
U.S. FINANCIAL SERVICES POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 152 START DATE: 02/18/2022 ADDRESS: 375 Passaic Avenue, Fairfield NJ 07004, United States DESCRIPTION: Providing investment advice to clients in an advisory capacity, and client relationship management HUDSON DYNAMIC RETIREMENT INC POSITION: Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 152 START DATE: 02/24/2020 ADDRESS: 555 Taxter Road Suite 190, Elmsford NY 10523, United States DESCRIPTION: Providing investment advice to clients in advisory capacity and client relationship management

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louise Felicetti Albert'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

Experience

Current

March 3, 2023 - Present

KESTRA ADVISORY SERVICES, LLC

Office #2: 565 Taxter Road Suite 490, Elmsford, NY 10523
RIA
CRD#: 283330
Fernandina Beach, FL
Current

February 24, 2020 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 565 Taxter Road Suite 490, Elmsford, NY 10523
BD
CRD#: 42046
Elmsford, NY
Past

September 3, 2013 - February 24, 2020

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
WHITE PLAINS, NY
Past

June 1, 2012 - September 3, 2013

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
WHITE PLAINS, NY
Past

March 21, 2011 - January 23, 2012

SAMALIN WEALTH

RIA
CRD#: 142214
CHAPPAQUA, NY
Past

February 18, 2010 - December 31, 2010

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
TARRYTOWN, NY
Past

March 2, 1993 - January 20, 2004

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
NEW YORK, NY

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
Florida
(11/6/2025)
IAR
Florida
(11/10/2025)
RR
New Jersey
(9/12/2025)
RR
New York
(2/24/2020)
IAR
New York
(3/3/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 5/4/2010
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: 2/17/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/16/1991
Investment Company Products/Variable Contracts 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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

KESTRA ADVISORY SERVICES, LLC

CRD#: 283330Fernandina Beach, FL

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