Freehold, NJ West Main Street Office

Team
Updated today
Kestra Advisory logo

Kestra Advisory

Enterprise

Firm-wide stats for Kestra Advisory

Total advisors

1,484

Across 547 offices

Clients per advisor

78 High

Avg AUM per client

$618,892 High

HNW client ratio

23% Typical

About

Kestra Advisory Services provides investment advisory and retirement‑plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm’s brochure describes services such as vendor searches and benchmarking, plan design and compliance testing, fiduciary consulting and oversight, plan‑level investment advice, employee education, pooled plan solutions, and advisor‑managed accounts.

Advisors act as ERISA fiduciaries where applicable and may be engaged to provide discretionary 3(38) or non‑discretionary 3(21) services; recommended investments are supported by due diligence that considers performance, fees, manager tenure, and investment process. Kestra distributes multiple management platforms and third‑party managed solutions (for example, AdvisorEnterprise and AdvisorChoice) and permits use of complex products and discretionary trading within its supervisory framework.

Compared with many enterprise peers, Kestra discloses activities that align with serving very large institutional investors: the firm reports approximately $79.8 billion in assets under management, acts as a placement agent for private funds, and offers pooled employer plan arrangements, and its disclosures indicate it counts sovereign wealth funds among its clients — a relatively uncommon client type for firms in this category. The brochure also highlights extensive affiliate and third‑party relationships (including an affiliated broker‑dealer and custodial/technology partners such as Envestnet and NFS), which expand product access but are identified in the disclosure as sources of potential conflicts of interest.

Based on Kestra Advisory

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management

Based on Kestra Advisory

Occupation focus

Founder/Business Owner Executive

Based on Kestra Advisory

Location

303 West Main Street, Suite 410

Freehold NJ 07728

Advisors at this office

7

Advisors at this office

user avatar

Michael F

Series 63, Series 65

Freehold, NJ

Kestra Advisory

Michael Fish is a financial advisor at Kestra Advisory with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Dynasty Advisors LLC Wealth Management and Commonwealth Financial Network for nine years. Outside of his advisory role, he is involved in coaching ice hockey. Kestra Advisory Services provides investment advisory and retirement plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and supports a variety of management platforms and third-party solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar

William G

Series 63, Series 66

Freehold, NJ

Kestra Advisory

William Grundig is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior roles include positions at Commonwealth Financial Network and EverBank. He is the owner of Dynasty Advisors LLC, where he manages operational activities alongside his advisory work. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, serving approximately $79.8 billion in assets under management and including large institutional investors such as sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Kevin H

Series 63, Series 66

Freehold, NJ

Kestra Advisory

Kevin Hutnik is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 credentials and 23 years of industry experience. He previously worked at Commonwealth Financial Network for nine years. Outside of advisory services, he serves as the director of group benefits at Dynasty Advisors LLC, managing employee benefit plans including medical, dental, vision, group life, and long-term disability coverages. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, benchmarking, and investment due diligence, managing approximately $79.8 billion in assets with clients that include sovereign wealth funds and large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Ronald L

ChFC®, Series 63, Series 65

Freehold, NJ

Kestra Advisory

Ronald Lomangino is a financial advisor at Kestra Advisory with 33 years of industry experience. He holds the ChFC® designation as well as Series 63 and 65 licenses. His prior experience includes roles at Commonwealth Financial Network, Everbank, Securities America Advisors, and Cetera Advisors. Lomangino is the owner and managing director of Dynasty Advisors LLC, where he manages day-to-day operations and client relations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, supporting recommended investments with due diligence on performance, fees, and manager tenure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Eric C

Series 63, Series 66

Freehold, NJ

Kestra Advisory

Eric Colella is a financial advisor with Kestra Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. Prior to joining Kestra in 2025, he spent nine years with Commonwealth Financial Network. He is also an insurance agent with Dynasty Advisors LLC, a role he has held since 2005. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, investment advice, and employee education, serving clients such as large institutional investors and sovereign wealth funds.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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Alexander S

CFP®, Series 63, Series 66

Freehold, NJ

Kestra Advisory

Alexander Saulon Jr. is a financial advisor with Kestra Advisory Services, LLC, holding a CFP® designation and over 28 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Everbank. He is also involved with Dynasty Advisors LLC, where he provides comprehensive financial planning and life and health insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party managed solutions. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, with approximately $79.8 billion in assets under management.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
user avatar

Alfred P

CFP®, Series 63

Freehold, NJ

Kestra Advisory

Alfred Polizzotto III is a CFP®-certified financial advisor with 28 years of industry experience. He is currently affiliated with Kestra Advisory Services, LLC and Kestra Investment Services, LLC since 2025. Prior to joining Kestra, he worked at Commonwealth Financial Network for nine years and managed his own firm, Polizzotto & Polizzotto, for nearly three decades. In addition to his advisory work, he manages a law firm and is involved in selling life and long-term care insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and investment advice, with a focus on large institutional investors and complex investment solutions.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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