Cranston, RI Office

Team
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Kestra Private Wealth Services, LLC logo

Kestra Private Wealth Services, LLC

Multi-team

Firm-wide stats for Kestra Private Wealth Services, LLC

Total advisors

206

Across 63 offices

Clients per advisor

97 Very High

Avg AUM per client

$653,677 Typical

HNW client ratio

27% High

About

Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent Advisors and multi‑advisor teams to individuals and institutional clients. As of December 31, 2025 the firm reported managing approximately $13.45 billion in client assets across roughly 208 Advisors and nearly 20,000 client relationships.

Services are delivered primarily through advisor‑managed accounts, third‑party manager platforms and wrap programs (including the AdvisorEnterprise/Envestnet and AdvisorChoice platforms), with both discretionary and non‑discretionary arrangements and specialized offerings such as annuity subaccount management (AAPlus) and 529 plan services (529Plus). Advisors have access to a broad range of investment products — mutual funds, ETFs, equities, fixed income and alternative or complex products — and the firm’s role is to oversee Advisor recommendations while generally permitting Advisors to select products and platforms within the firm’s approved menu.

Compared with many multi‑team firms, Kestra’s brochure highlights several institutional and operational attributes: an affiliation with a trust company (Arden Trust Company), placement‑agent arrangements for private funds, and relationships that support retirement plan and insurance‑company work and other third‑party adviser arrangements. The firm also discloses two prior SEC enforcement matters (2019 and 2021) addressing mutual‑fund share‑class recommendations and revenue‑sharing practices and describes custodial, sweep and platform revenue arrangements (e.g., Kestra IS and NFS) and Marketing Rule disclosures that prospective clients should review for potential conflicts of interest.

Based on Kestra Private Wealth Services, LLC

Expertise

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.)

Based on Kestra Private Wealth Services, LLC

Occupation focus

Founder/Business Owner Executive

Based on Kestra Private Wealth Services, LLC

Location

1000 Chapel View Blvd., Suite #200

Cranston RI 02920

Advisors at this office

4

Advisors at this office

user avatar

Kelly A

Series 63, Series 66

Cranston, RI

Kestra Private Wealth Services, LLC

Kelly Almonte is a financial advisor at Kestra Private Wealth Services, LLC with 20 years of industry experience. She previously worked at UBS Financial Services for 11 years before joining Kestra in 2018. Almonte holds Series 63 and Series 66 licenses. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, serving individuals and institutional clients. The firm manages approximately $13.45 billion in client assets and offers a range of investment products and platforms, supporting both discretionary and non-discretionary arrangements.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Anthony L

Series 63, Series 65

Cranston, RI

Kestra Private Wealth Services, LLC

Anthony Landi Jr. is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2018 before joining Kestra. Outside of his advisory role, he serves on the boards of Providence Rotary and Bradley Hospital and is involved in community fundraising and youth program initiatives. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutions, offering access to a broad range of investment products and platforms along with specialized services such as annuity subaccount management and 529 plan administration.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Deborah S

Series 63, Series 66

Cranston, RI

Kestra Private Wealth Services, LLC

Deborah Shuster is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. She previously worked at UBS Financial Services for 13 years before joining Kestra in 2018. Outside of her advisory role, she serves on the board of a family foundation. Kestra Private Wealth Services provides investment advisory services through independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in assets. The firm offers a broad range of investment products and platforms, overseeing advisor recommendations while allowing flexibility within its approved menu.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

Jeffrey B

Series 63, Series 65

Cranston, RI

Kestra Private Wealth Services, LLC

Jeffrey Boudjouk is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Kestra in 2018, he worked at UBS Financial Services for 11 years. He serves as parish council secretary for St. Basil's Melkite Catholic Church and is chairperson of the Paul G. Farley III Memorial Fund. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, with operational capabilities including an affiliated trust company and support for retirement plan and insurance-company work.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
View complete list of advisors at this office
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