BD
Brian A. Donofry
KESTRA ADVISORY SERVICES
JAMISON, PA 18929
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CRD#: 6020106
BD
Professional summary
Brian Anthony Donofry Jr., who also goes by Brian Anthony Donofry, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Jamison, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Warrington, Pennsylvania.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Brian has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brian Anthony Donofry
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: Renaissance Benefit Advisors (NFP Executive Benefits) Investment Related: Yes Address: 2500 York Road Jamison PA 18929 Nature of Business: Registered Field Assistant; Insurance Position, Title or Relationship: Design & Consulting Specialist Start Date: 2/3/2011 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Executive benefits design and consulting specialist. Create proposals for executive benefit prospects. Administer executive benefit plans with existing clients. Plans include nonqualified deferred compensation, SERPs, bonus plans, and life insurance.Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 | Austin, TX 78735 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered Rep (non-producer) Start Date: 2/3/2011 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Consult on prospective executive benefit plans. Administer executive benefit plan with existing clients.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Anthony Donofry Jr.'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®
NoneExperience
Current
January 5, 2017 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2500 York Rd. Ste. 210, Jamison, PA 18929RIA
CRD#: 283330
JAMISON, PA
Current
May 17, 2016 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2600 Kelly Road Suite 210, Warrington, PA 18976BD
CRD#: 42046
Warrington, PA
Past
November 3, 2016 - December 14, 2016
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
JAMISON, PA
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
California(2/8/2022)
RR
Florida(2/8/2022)
RR
Georgia(1/4/2023)
RR
Idaho(2/8/2022)
RR
Illinois(2/8/2022)
RR
Indiana(2/8/2022)
RR
Iowa(1/4/2023)
RR
Maryland(2/8/2022)
RR
Massachusetts(2/8/2022)
RR
Michigan(2/8/2022)
RR
Nevada(2/8/2022)
RR
New Jersey(2/8/2022)
RR
New York(2/8/2022)
RR
Ohio(2/8/2022)
RR
Pennsylvania(11/3/2016)
IAR
Pennsylvania(1/5/2017)
RR
Virginia(2/8/2022)
RR
West Virginia(2/8/2022)
Exams
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
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.
