Ayelet Bisson
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.
Ayelet Bisson, who also goes by Ayelet X Bisson, was a registered financial professional .
Ayelet is a previously registered financial professional and started their career in finance in 2004. Ayelet had worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 14, 2024 - January 29, 2025
KESTRA ADVISORY SERVICES, LLC
August 13, 2024 - January 29, 2025
KESTRA INVESTMENT SERVICES, LLC
September 28, 2022 - May 13, 2024
TRANSAMERICA FINANCIAL ADVISORS, LLC
October 28, 2014 - May 13, 2024
TRANSAMERICA FINANCIAL ADVISORS, LLC
January 6, 2012 - September 13, 2013
TRANSAMERICA FINANCIAL ADVISORS, LLC
February 7, 2008 - August 31, 2011
INVESTMENT ADVISORS INTERNATIONAL, INC.
October 16, 2007 - January 6, 2012
WORLD GROUP SECURITIES, INC.
February 22, 2006 - May 30, 2007
VALLEY FINANCIAL MANAGEMENT, INC.
March 23, 2005 - May 30, 2007
VALLEY FINANCIAL MANAGEMENT, INC.
February 10, 2004 - March 21, 2005
FIS BROKERAGE & SECURITIES SERVICES LLC
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
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 |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
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.
Company Information
KESTRA ADVISORY SERVICES, LLC
Financial ProfessionalCRD#: 283330TRUST BUT VERIFY
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