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Stephen Russell Langlois

Stephen Russell Langlois

President
CRD# 2886717·Registered 2002 - 2025
Previously Registered: Being a previously registered professional could mean that Stephen 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.

Professional Summary

Stephen Russell Langlois was a registered financial advisor. Stephen was a previously registered financial professional and started their career in finance 2002 - 2025. Stephen had worked at 5 firms and has passed the Series 66, Series 63, Series 87, Series 7, Series 6 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Biography

As president of Kestra Financial, Stephen drives Kestra Financial’s revenue growth, executes and expands the company’s existing growth strategy, and furthers the evolution of Kestra Financial’s value proposition. Stephen has a deep and singular focus on delivering technology and wealth management platform innovations and enhancing the practice management solutions for the Kestra Financial platform. Prior to joining Kestra Financial, Langlois held senior positions at leading wealth management firms, including eMoney Advisor, Fidelity Investments, and LPL...

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

29 years in the financial services industry

Current & Past Employments

Past

KESTRA ADVISORY SERVICES, LLCPast·CRD# 283330
RIA
Austin, TX
September 25, 2020 - December 31, 2025
KESTRA INVESTMENT SERVICES, LLCPast·CRD# 42046
BD
Austin, TX
August 14, 2020 - December 31, 2025
NATIONAL FINANCIAL SERVICES LLCPast·CRD# 13041
BD
Boston, MA
December 22, 2011 - April 22, 2015
LPL FINANCIAL LLCPast·CRD# 6413
RIA
Boston, MA
March 10, 2006 - August 23, 2011
LPL FINANCIAL LLCPast·CRD# 6413
BD
Boston, MA
November 3, 2004 - August 23, 2011
BOFA DISTRIBUTORS, INC.Past·CRD# 30683
BD
Boston, MA
September 25, 2002 - October 5, 2004

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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 - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025Cover PageReport
12/23/2024Cover PageReport
10/20/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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: StratiFi Technologies Investment Related: No Address: 600 California Street San Francisco CA 94108 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Other Other/None of the Above Risk management software development Position, Title or Relationship: Advisory Board Member Start Date: 8/29/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Provide advice and guidance to the CEO Business Name: RightCapital Inc. Investment Related: No Address: 1 Enterprise Drive, Suite 648 Shelton CT 06484 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Other Other/None of the Above financial planning software development Position, Title or Relationship: Advisory Board Member Start Date: 3/15/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Advisor to the founder and CEO Business Name: CogniCor Technologies Investment Related: No Address: 8 The Green, Suite A Dover DE 19901 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.); Other Other/None of the Above Software development Position, Title or Relationship: Advisory Board Member Start Date: 5/2/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Advise the founder and CEO Business Name: FusionIQ Investment Related: No Address: 12 Gill St., Suite 5700 Woburn MA 01801 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Advisory Board member Start Date: 2/1/2020 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Provide advice and counsel to the CEO Business Name: REACH Beyond Domestic Violence Investment Related: No Address: PO Box 540024 Waltham MA 02454 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Member of the Board Start Date: 9/1/2014 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Governance and oversight

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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 - SEC (12/31/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2020About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1997About the Series 63 exam

Series 87 — Research Analyst Exam - Part II Regulations Module

Passed Apr 2005About the Series 87 exam

Series 7 — General Securities Representative Examination

Passed Jan 2005About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Sep 2002About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Mar 2021About the Series 24 exam

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CRS (Client Relationship Summary)

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

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