DB
David A. Bleznak
KESTRA ADVISORY SERVICES
Delray Beach, FL
Some features on this profile are disabled
CRD#: 2293696
DB
Professional summary
David Aaron Bleznak is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Delray Beach, Florida and KESTRA INVESTMENT SERVICES, LLC located in Huntingdon Valley, Pennsylvania.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. David has worked at 9 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.
Name: BUSINESS UNDERWRITERS ASSOCIATES POSITION: sales NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 09/01/2001 ADDRESS: 3600 Emkbassy Parkway suite 450, Suite 100, Akron OH 44333 DESCRIPTION: insurance sales 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 Name: Secure Long-Term Care Advisors Investment Related: No Address: 1357 Lexington Drive Maple Glen PA 19002 Nature of Business: Insurance Position, Title or Relationship: Advisors Start Date: 8/5/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: advisor Name: SECURE PLANNING ADVISORS, LLC POSITION: CEO/manageing Partner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 04/23/2015 ADDRESS: 167 Meadowbrook Drive, Huntingdon Valley PA 19006 DESCRIPTION: Maintain company records, This is my DBA Name: BROKER SERVICE MARKETING POSITION: sales NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 09/01/2001 ADDRESS: 3600 Embassy Parkway suite 450, Suite 100, Akron OH 44333, United States DESCRIPTION: insurance sales
CRS (Client Relationship Summary) - RIA
Click below to view David Aaron Bleznak'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®
NoneExperience
Current
April 22, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Delray Beach, FL
Current
April 23, 2015 - Present
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Huntingdon Valley, PA
Past
April 23, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
Huntingdon Valley, PA
Past
September 12, 2012 - May 18, 2015
LPL FINANCIAL LLC
RIA
CRD#: 6413
HORSHAM, PA
Past
September 12, 2012 - May 18, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
HORSHAM, PA
Past
June 11, 2008 - September 18, 2012
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
KING OF PRUSSIA, PA
Past
June 9, 2008 - September 18, 2012
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
KING OF PRUSSIA, PA
Past
September 30, 2005 - June 9, 2008
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
CONSHOHOCKEN, PA
Past
November 5, 2002 - June 9, 2008
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
CONSHOHOCKEN, PA
Past
August 6, 1998 - October 24, 2002
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Past
April 9, 1997 - July 14, 1998
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
April 21, 1994 - March 27, 1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
April 21, 1994 - March 27, 1997
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
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
Arizona(4/23/2015)
RR
Florida(4/23/2015)
IAR
Florida(3/12/2025)
RR
New Jersey(4/23/2015)
RR
New York(4/23/2015)
RR
Ohio(5/4/2023)
RR
Pennsylvania(4/23/2015)
RR
South Carolina(4/23/2015)
RR
Texas(4/23/2015)
IAR
Texas(4/22/2016)
RR
Virginia(5/8/2015)
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.
