IF
Ilona Friedman
KESTRA ADVISORY SERVICES
Dallas, TX 75248
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CRD#: 5178523
IF
Professional summary
Ilona Friedman, CFP®, who also goes by Ilona Rachel Galstyan, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Dallas, Texas and KESTRA INVESTMENT SERVICES, LLC located in Dallas, Texas.
Ilona is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Ilona has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ilona Rachel Galstyan
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: CD Wealth Management, LLC Investment Related: Yes Address: 16400 Dallas Parkway Ste 310 Dallas TX 75248 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Employee/Wealth Advisor Start Date: 7/1/2014 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Assisting with Andy and Scott's current clients. Also focusing on short and long term planning for my clients and managing assets. Business 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: Principal Start Date: 5/8/2016 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: I am a financial advisor who incorporates holistic financial planning - including but not limited to advising on how to invest. Depending on client risk tolerance, goals, needs, etc. there comes a time to recommend a recommendation that has a management fee associated with the investment Business Name: Dallas Jewish Community Foundation Investment Related: Yes Address: 12700 Hillcrest Rd Ste 201 Dallas TX 75230 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board of Trustees Start Date: 12/27/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Help implement innovative estate planning strategies, which can help provide optimal tax benefits and turn donors??? philanthropic visions into positive change Business Name: CD WEALTH MANAGEMENT, LLC POSITION: Employee/Wealth Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 152 SECURITIES TRADING HOURS: 132 START DATE: 07/01/2014 ADDRESS: 16400 Dallas Parkway Ste 310, Dallas TX 75248, United States DESCRIPTION: Assisting with Andy and Scott's current clients. Also focusing on short and long term planning for my clients and managing assets. Business Name: RBHSC, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/17/2023 ADDRESS: 16400 Dallas Parkway Ste 310, Dallas TX 75248, United States DESCRIPTION: No duties
CRS (Client Relationship Summary) - RIA
Click below to view Ilona Friedman'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: 2013
Experience
Current
May 27, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 16400 Dallas Parkway Suite 310, Dallas, TX 75248RIA
CRD#: 283330
Dallas, TX
Current
April 14, 2009 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 16400 Dallas Parkway Suite 310, Dallas, TX 75248BD
CRD#: 42046
Dallas, TX
Past
April 21, 2008 - March 31, 2009
STANFORD GROUP COMPANY
BD
CRD#: 39285
DALLAS, TX
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
Alabama(1/11/2018)
RR
Arizona(1/11/2018)
RR
Arkansas(12/19/2023)
RR
California(1/11/2018)
RR
Colorado(1/11/2018)
RR
District of Columbia(1/11/2018)
RR
Florida(5/22/2019)
RR
Georgia(1/24/2025)
RR
Illinois(1/11/2018)
RR
Indiana(1/11/2018)
RR
Kansas(1/19/2023)
RR
Louisiana(1/16/2018)
RR
Maryland(6/4/2019)
RR
Massachusetts(1/11/2018)
RR
Michigan(5/31/2019)
RR
Missouri(7/2/2018)
RR
New Hampshire(11/6/2019)
RR
New Jersey(1/19/2023)
RR
New Mexico(3/27/2020)
RR
New York(1/11/2018)
RR
North Carolina(1/27/2025)
RR
Ohio(1/11/2018)
RR
Oklahoma(1/24/2025)
RR
Oregon(1/11/2018)
RR
Pennsylvania(1/11/2018)
RR
South Carolina(1/11/2018)
RR
Tennessee(2/5/2024)
RR
Texas(4/14/2009)
IAR
Texas(5/27/2016)
RR
Vermont(7/9/2025)
RR
Virginia(4/25/2023)
RR
Washington(4/27/2023)
RR
Wyoming(8/27/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Dallas, TX 75248TRUST BUT VERIFY
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