TB
Todd C. Bellistri
KESTRA ADVISORY SERVICES
HUNTINGTON, NY
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CRD#: 2221461
TB
Professional summary
Todd Christopher Bellistri, AIF® is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Huntington, New York and KESTRA INVESTMENT SERVICES, LLC located in Melville, New York.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Todd has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.
Business Name: August Benefits, Inc. Investment Related: No Address: 769 New York Avenue Huntington NY 11743 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: President & CEO / Owner Start Date: 1/1/2002 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: Management / Supervision / New Business Business Name: 769 New York Realty, LLC Investment Related: No Address: 769 New York Avenue Huntington NY 11743 Nature of Business: Other Other/None of the Above The LLC activity is limited to receiving monthly rent payments from August Benefits, Inc. Position, Title or Relationship: President and CEO of August Benefits, Inc. Member of LLC Start Date: 9/27/2007 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Record keeping Business Name: Nimble Reporting, LLC Investment Related: No Address: 769 New York Avenue Huntington NY 11743 Nature of Business: Other Other/None of the Above None of the above Position, Title or Relationship: Member Start Date: 4/4/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Provide ACA expertise with respect to programming proprietary technology. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: The Advisory Board Investment Related: No Address: Not applicable Huntington NY 11743 Nature of Business: Other Other/None of the Above Advisory board (we pay a monthly fee to the facilitator) Position, Title or Relationship: member of TAB Start Date: 7/1/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: attend monthly board meetings Business Name: Casa de Ensueno, LLC Investment Related: No Address: Guanacaste, Costa Rica Santa Cruz OT - Other Costa Rica 50309 Nature of Business: Real Estate Position, Title or Relationship: 50% member of LLC Start Date: 1/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: 50% member of LLC - caring for the property Business Name: The Avellanas Whip, LLC Investment Related: No Address: Guanacaste, Costa Rica Tamarindo FO - Foreign Costa Rica 50309 Nature of Business: Other Other/None of the Above The LLC will own a car - this is the sole purpose of the LLC Position, Title or Relationship: 50% member (spouse is also 50% member) Start Date: 5/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: 50% member Business Name: LYNX REPORTING LLC DBA SNAPBOI INVESTMENT RELATED: No ADDRESS: 185 Froehlich Farm Blvd., Woodbury NY 11797, United States Nature of Business: SaaS product POSITION: Member NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 40 START DATE: 02/01/2024 DESCRIPTION: Prospective client consultations
CRS (Client Relationship Summary) - RIA
Click below to view Todd Christopher Bellistri's 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®
Experience
Current
February 11, 2020 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 534 Broadhollow Road Suite 420, Melville, NY 11747RIA
CRD#: 283330
HUNTINGTON, NY
Current
November 25, 2003 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 534 Broadhollow Road Suite 300, Melville, NY 11747BD
CRD#: 42046
Melville, NY
Past
April 13, 2000 - November 28, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Past
April 22, 1992 - March 1, 2000
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
April 22, 1992 - March 1, 2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
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(8/18/2005)
RR
California(11/25/2003)
RR
Connecticut(11/25/2003)
RR
Delaware(12/8/2021)
RR
District of Columbia(2/12/2014)
RR
Florida(10/18/2013)
RR
Georgia(10/31/2022)
RR
Maryland(11/25/2003)
RR
Minnesota(4/3/2019)
RR
New Jersey(11/25/2003)
RR
New York(11/25/2003)
IAR
New York(6/7/2021)
RR
North Carolina(1/3/2013)
RR
Pennsylvania(5/27/2014)
RR
Texas(12/7/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
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
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.
