AY
Andres F. Yepes
KESTRA PRIVATE WEALTH SERVICES
Melbourne, FL 32901
Some features on this profile are disabled
CRD#: 6645200
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Professional summary
Andres Felipe Yepes, who also goes by Andres Felipe Yepes VIllegas, is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Melbourne, Florida and KESTRA INVESTMENT SERVICES, LLC located in Melbourne, Florida.
Andres is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Andres has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andres Felipe Yepes Villegas
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.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/19/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: THREE BRIDGES PLANNING POSITION: Certified Financial Planner NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 05/19/2025 ADDRESS: 304 S Harbor City Blvd, Ste 200, Melbourne FL 32901, United States DESCRIPTION: Financial Advice and Planning Name: MELBOURNE REGIONAL CHAMBER POSITION: Ambassador NATURE: Volunteer INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2025 ADDRESS: 1135 W. NASA Blvd., Suite 103, Melbourne FL 32901, United States DESCRIPTION: Help onboard new chamber members participate in chamber events Name: BREVARD ALZHEIMER'S FOUNDATION POSITION: Treasurer, board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/19/2025 ADDRESS: 4646 N Wickham Rd, Melbourne FL 32935, United States DESCRIPTION: Attend board meetings Chair the finance committee treasurer help with overall growth of the organization
CRS (Client Relationship Summary) - RIA
Click below to view Andres Felipe Yepes'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
May 21, 2025 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 304 S. Harbor City Blvd. Suite 200, Melbourne, FL 32901RIA
CRD#: 155193
Melbourne, FL
Current
May 19, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 304 S. Harbor City Blvd. Suite 200, Melbourne, FL 32901BD
CRD#: 42046
Melbourne, FL
Past
August 21, 2019 - June 5, 2025
J. W. COLE ADVISORS, INC.
RIA
CRD#: 112294
Melbourne, FL
Past
August 19, 2019 - June 5, 2025
J.W. COLE FINANCIAL, INC.
BD
CRD#: 124583
Melbourne, FL
Past
August 19, 2016 - August 2, 2019
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
MELBOURNE, FL
Past
July 21, 2016 - August 2, 2019
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
MELBOURNE, FL
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".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 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(5/19/2025)
RR
California(6/4/2025)
RR
District of Columbia(5/19/2025)
RR
Florida(5/19/2025)
IAR
Florida(5/21/2025)
RR
Georgia(6/4/2025)
RR
Maryland(6/4/2025)
RR
Michigan(6/4/2025)
RR
Pennsylvania(6/4/2025)
RR
South Carolina(5/19/2025)
RR
Texas(6/4/2025)
IAR
Texas(6/4/2025)
RR
Virginia(6/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
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.
