BM
Brian M. Menickella
KESTRA ADVISORY SERVICES
Austin, TX 78735
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CRD#: 2457809
BM
Professional summary
Brian Michael Menickella is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Austin, Texas and KESTRA INVESTMENT SERVICES, LLC located in Wayne, Pennsylvania.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Brian has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 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.
Bus Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/20/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Bus Name: BEACON FINANCIAL SERVICES POSITION: Owner / President / Managing Partner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 02/22/2025 ADDRESS: 1200 Liberty Ridge, Suite 110, Wayne PA 19087, United States DESCRIPTION: Manage the Business Manage client accounts both Wealth Management and Corporate Retirement Plans Bus Name: THE BEACON GROUP OF COMPANIES POSITION: Member NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/22/2025 ADDRESS: 120 S Warner Rd, Suite 201, King Of Prussia PA 19406, United States DESCRIPTION: Silent Partner Bus Name: BEACON REAL ESTATE POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/22/2025 ADDRESS: 119 Fox Case Court, Swedesboro NJ 08085, United States DESCRIPTION: oversee operations
CRS (Client Relationship Summary) - RIA
Click below to view Brian Michael Menickella'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
March 4, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735Office #2: 1200 Liberty Ridge Dr Suite 110, Wayne, PA 19406RIA
CRD#: 283330
Austin, TX
Current
March 4, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 1200 Liberty Ridge Dr Suite 110, Wayne, PA 19406BD
CRD#: 42046
Wayne, PA
Past
March 29, 2017 - April 15, 2025
BEACON FINANCIAL SERVICES, INC
RIA
CRD#: 287456
WAYNE, PA
Past
December 27, 2016 - March 11, 2025
LPL FINANCIAL LLC
RIA
CRD#: 6413
WAYNE, PA
Past
December 27, 2016 - March 11, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
WAYNE, PA
Past
January 1, 2007 - December 27, 2016
WORLD INVESTMENTS, LLC
RIA
CRD#: 20626
KING OF PRUSSIA, PA
Past
March 18, 1994 - December 27, 2016
WORLD INVESTMENTS, LLC
BD
CRD#: 20626
KING OF PRUSSIA, PA
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
California(3/7/2025)
RR
Colorado(3/7/2025)
RR
Delaware(3/7/2025)
RR
Florida(3/7/2025)
RR
Illinois(3/14/2025)
RR
Indiana(3/7/2025)
RR
Maryland(3/7/2025)
RR
New Jersey(3/4/2025)
IAR
New Jersey(3/4/2025)
RR
New York(3/7/2025)
RR
North Carolina(3/10/2025)
RR
Pennsylvania(3/4/2025)
IAR
Pennsylvania(3/4/2025)
RR
South Carolina(3/7/2025)
RR
Texas(3/7/2025)
IAR
Texas(3/7/2025)
RR
Virginia(3/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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.
