Edward I. Albrecht

KESTRA ADVISORY SERVICES

Calabasas, CA

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CRD#: 4472199

Professional summary

Edward Ira Albrecht is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Calabasas, California and KESTRA INVESTMENT SERVICES, LLC located in Calabasas, California.

Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Edward has worked at 6 firms and has passed the Series 65, Series 63, SIE 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.

Business Name: KESTRA ADVISORY SERVICES POSITION: Self NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 10/03/2023 ADDRESS: 3323 Old Conejo Rd, Thousand Oaks CA 91320 DESCRIPTION: Help employees select appropriate health related plans and on-board new hires. Business Name: FINANCIAL POINTE/KESTRA INVESTMENT SERVICES POSITION: Registered Rep NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 124 START DATE: 10/03/2023 ADDRESS: 3323 Old Conejo Rd, Thousand Oaks CA 91320 DESCRIPTION: BD activities Business Name: EDWARD ALBRECHT POSITION: City Councilman NATURE: Calabasas California City Government as publicly elected Councilman INVESTMENT RELATED: No NUMBER OF HOURS: 24 SECURITIES TRADING HOURS: 0 START DATE: 10/03/2023 ADDRESS: 22754 Carsamba Dr, Calabasas CA 91302 DESCRIPTION: Policy and decision maker for the government of the City of Calabasas. Not involved in any way with financial decisions or recommendations, this falls to the CFO and City Manager. No access to funds or signing authority for financial matters. Attend council meetings twice a month and provide my expertise and input as a 30 year resident regarding non-financial policy decisions and proclamations.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Ira Albrecht's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 3, 2023 - Present

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

Calabasas, CA

Current

October 3, 2023 - Present

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Calabasas, CA

Past

September 1, 2023 - October 8, 2023

OSAIC WEALTH, INC.

RIA

CRD#: 23131

NEWBURY PARK, CA

Past

September 1, 2023 - October 8, 2023

OSAIC WEALTH, INC.

CRD#: 23131

NEWBURY PARK, CA

Past

February 4, 2014 - September 1, 2023

OSAIC SERVICES, INC.

RIA

CRD#: 133763

NEWBURY PARK, CA

Past

December 19, 2013 - September 1, 2023

OSAIC SERVICES, INC.

CRD#: 133763

NEWBURY PARK, CA

Past

February 10, 2011 - January 2, 2014

MSI FINANCIAL SERVICES, INC.

RIA

CRD#: 14251

WOODLAND HILLS, CA

Past

January 10, 2002 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

WESTLAKE VILLAGE, CA

Past

January 10, 2002 - January 2, 2014

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

WOODLAND HILLS, CA

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

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

California
(10/3/2023)

IAR

California
(10/3/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/8/2011

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/6/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 1/9/2002

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

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

Edward I. Albrecht

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Ira Albrecht's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/8/2011

Series 63

Date: 4/6/2002

SIE

Date: 10/1/2018

Series 6

Date: 1/9/2002

FINRA

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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