Deborah F. Graver
KESTRA ADVISORY SERVICES
PITTSBURGH, PA
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CRD#: 2573876
Professional summary
Deborah Faith Graver, AIF®, CFP®, CLU®, who also goes by Deborah Faith Sales, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Pittsburgh, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Pittsburgh, Pennsylvania.
Deborah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Deborah has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
What are your service offerings?
Investment Planning
Insurance Planning
Estate Planning
Education Planning
Comprehensive Financial Planni...
Retirement Planning
Are you a "fiduciary"?
Yes
Aliases
Deborah Faith Sales
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.
1: Friendship Circle Inv Rel:N NOB: Brd Pos POS:Brd mmbr Strt Date: 9/1/21 Hrs/mth: 0-16 Desc:Strategic insight into ops of non-profit 2: SIGNATURE VENTURES 412, LLC POS: Mmbr NOB: Invstng locally run venture capital fund. INV REL: Y #OF HRS: 8 SEC TRD HRS: 7 STRT DTE: 02/01/2020 ADDR: 525 William Penn Way, Ste 3401, PITTSBURGH PA 15219 DESC: provd fnds to sup single invstmnt owned w/in this LLC 3: SIGNATURE VENTURES, LLC POS: Mmbr investor. NOB: Passive invstmnt activity INV REL:N # OF HRS: 8 SEC TRAD HRS: 7 STRT DTE: 11/01/20 ADDR: 525 William Penn Way, Ste 3401 PITTSBURGH PA 15219 DESC: No duties or obligtns beyond participating in the sourcing &screening opps. 4: Friendship Circle Inv Rel: N NOB: Civic POS: Finance committee mmbr. Strt Dte:10/1/20 Hrs/mth:0-16 Desc: advise &steer drctn of org to ensure fnncl stablty 5: United Way of Southwestern PA Inv Rel:N NOB: Civic POS: Mmbr of Inv Sub-Committee. Strt Dte:10/1/20 Hrs/mth:0-16 Desc:Meet w/invstmnt advsrs &rev portfolio perform &asset allocation to ensure non-profit's best int are being met 6: Graver Quality Solutions, Inc. Inv Rel:N NOB: Supervision, rev, auditing, &doc of qlty cntrl systms &adherence to those systms, prmrly in manufctrng sector POS: Corp secretary. Strt Dte:3/15/19 Hrs/mth: 0-16 DESC: Maintn corp recs 7: Kestra Advisory Services, LLC Inv Rel:Y NOB: Invstmnt Adv srvcs thru KAS, LLC POS: IAR Strt Dte: 4/4/1 hrs/mo: 0-160 Desc: Invstmnt advsry srvcs 8: SIGNATURE FINANCIAL PLANNING POS: Fnncl adv &partnr in firm. NOB: Ins INV REL: Y # OF HRS: 152 SEC TRD HRS: 132 STRT DATE:1/30/15 ADDR: 1301 Grandview Ave Ste 300, Pittsburgh PA 15211DESC: Work w/high net wrth clients advise &guide them twards their fnncl gls. Also hlp w/op &mrktng actvties w/in firm 9: The Rich Family Trust Inv Rel:N NOB: Legal/Fiduciary POS: Trustee Strt Dte:1/1/04 Hrs/mth:0-16 DESC: trust is to benefit young children of Larry & Betty Rich.oversee mgmt &distributions of trust on their behalf 10: Stein Rich Family Foundation Inv Rel:Y NOB: Civic POS: Trstee w/fam mmbrs Strt Dte: 1/1/12 Hrs/mth:0-16 DESC:Monitor actvty of fndtion to ensure gifts are made annlly in accordance w/ family's wishes 11: Lawrence S. Rich & Betty Rich Descendants Trust Inv Rel: Y NOB: Insurance POS: Trustee Strt Dte: 1/1/10 Hrs/mth: 0-16 DESC: Ensure annl premiums are paid &life ins remains in force &tax filings are done,as needed 12: WOMEN'S PHILANTHROPY BOARD OF THE JEWISH FEDERATION OF GREATER PITTSBURGH POS: Chair of Dvlpmnt NOB: Brd posi (Brd of Directors, Brd of Trustees, etc.) INV REL: N # OF HRS: 4 SEC TRAD HRS: 1 STRT DTE: 08/21/2023 ADDR: 2000 Technology Dr, Pittsburgh PA 15219 DESC: will b ambassador for women's philanthropic gvng to the community. Funds raised by the Jewish Federation can be used to benefit other not-for-profit orgs in our local area& overseas.As such, I will attend qrtrly mtngs, hlp create stratgc drctn &set gls for Women's Philanthropy 13. CARNEGIE LIBRARY OF PITTSBURGH POSI: committee mmbr NOB: Brd posi (Brd of Drctrs, Brd of Trustees, etc.) INV REL: N # OF HRS: 1 SEC TRAD HRS: 1 STRT DTE: 9/1/2023 ADDR: 4400 Forbes Avenue, Pittsburgh PA 15213 DESC: Provide prof insight &conslttn on inv mngmnt &prfrmnce of endowmnt accnts to be used by the org. 14. SIGNATURE WEALTH POS: Fnncl advsr &prtnr in firm. NOB: Insurance INV REL:Y #OF HRS: 152 SEC TRD HRS: 132 STRT DTE: 1/30/2015 ADDR: 525 William Penn Place, Ste 3401, Pittsburgh PA 15219 DESC: Wrk w/high net wrth clnts to advse &guide them twrds their fnncl gls. Also help w/op &mrkting actvts w/in firm. 15. SIGNATURE LEGACY HOLDINGS LLC POSITION: Member NATURE: Holdings company for Kingfisher stock - see Bluespring or Kestra legal department for more details. INVESTMENT RELATED: Yes # OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2025 ADDRESS: 525 William Penn Way, Suite 3401, PITTSBURGH PA 15219, United States DESCRIPTION: General member
CRS (Client Relationship Summary) - RIA
Click below to view Deborah Faith Graver'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®
CFP®
Start date: 2002
Experience
Current
April 18, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 525 William Penn Place Ste 3401, Pittsburgh, PA 15219RIA
CRD#: 283330
PITTSBURGH, PA
Current
January 30, 2015 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 525 William Penn Place Ste 3401, Pittsburgh, PA 15219BD
CRD#: 42046
PITTSBURGH, PA
Past
January 10, 2020 - September 30, 2025
SIGNATURE SELECT WEALTH
RIA
CRD#: 306143
PITTSBURGH, PA
Past
January 30, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
AUSTIN, TX
Past
April 21, 2014 - April 21, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
PITTSBURGH, PA
Past
February 23, 2010 - March 27, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
PITTSBURGH, PA
Past
August 28, 1998 - March 4, 2015
FRAGASSO FINANCIAL ADVISORS
RIA
CRD#: 123255
PITTSBURGH, PA
Past
February 16, 1996 - January 23, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
PITTSBURGH, PA
Past
January 6, 1995 - February 22, 1996
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
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
California(1/30/2015)
RR
Colorado(1/30/2015)
RR
Connecticut(1/30/2015)
RR
Delaware(4/25/2025)
RR
Florida(1/30/2015)
RR
Georgia(1/30/2015)
RR
Illinois(4/24/2025)
RR
Maryland(4/29/2015)
RR
Michigan(1/30/2015)
RR
Minnesota(4/25/2025)
RR
Missouri(1/30/2015)
RR
Nevada(4/25/2025)
RR
New Hampshire(9/7/2022)
RR
New Jersey(3/10/2021)
RR
New York(1/30/2015)
RR
North Carolina(5/31/2017)
RR
Ohio(10/20/2021)
RR
Pennsylvania(1/30/2015)
IAR
Pennsylvania(4/18/2016)
RR
South Carolina(9/5/2024)
RR
Texas(1/30/2015)
IAR
Texas(7/26/2023)
RR
Utah(5/31/2017)
RR
Virginia(1/30/2015)
RR
Washington(1/30/2015)
RR
West Virginia(4/5/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
