Keith A. Bonardi

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CRD#: 2825208

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Keith Alan Bonardi, who also goes by Keith Alan Williams, was a registered financial professional .

Keith is a previously registered financial professional and started their career in finance in 1997. Keith had worked at 6 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Keith Alan Williams

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: The Meltzer Group DBA NFP Investment Related: Yes Address: 6500 Rock Spring Dr, Suite 410 Bethesda MD 20817 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: Retirement Plan Consultant Start Date: 7/1/2015 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: consult on retirement plan prospect for group businessBusiness Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway, Bldg. 2, Ste. 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 8/3/2015 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: retirement plan advisory services

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

February 6, 2018 - December 19, 2023

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

BETHESDA, MD

Past

November 7, 2014 - December 19, 2023

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

BETHESDA, MD

Past

February 27, 2014 - August 20, 2014

FINANCIAL TELESIS INC

CRD#: 31012

LEESBURG, VA

Past

August 30, 2010 - February 28, 2014

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

BETHESDA, MD

Past

December 15, 2005 - September 1, 2010

MML INVESTORS SERVICES, LLC

CRD#: 10409

BETHESDA, MD

Past

February 13, 2004 - January 3, 2005

TD AMERITRADE, INC.

RIA

CRD#: 7870

BETHESDA, ME

Past

October 9, 2000 - January 3, 2005

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

February 27, 1997 - October 28, 1997

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/1/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/30/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/23/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/6/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/26/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 10

Date: 4/1/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/13/2004

General Securities Sales Supervisor - Options Module Examination

Current Firm

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)

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 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	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.

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Advisor Monitoring

Firm Stability Insights

Keith A. Bonardi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

FINANCIAL TELESIS INC

KESTRA INVESTMENT SERVICES, LLC

MML INVESTORS SERVICES, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2018

Series 66

Date: 1/30/2004

Series 63

Date: 10/23/2000

SIE

Date: 10/1/2018

Series 7

Date: 10/6/2000

Series 6

Date: 2/26/1997

Series 10

Date: 4/1/2004

Series 9

Date: 2/13/2004

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

TRUST BUT VERIFY

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