Cranston, RI Office

Team
Updated today

Client AUM

$13,058,497,781

Clients

19,977

Advisors

4

Of 209 advisors across 64 offices

Location

1000 Chapel View Blvd., Suite #200

Cranston RI 02920

Advisors at this office

4

Advisors at this office

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Kelly A

Series 63, Series 66

Cranston, RI

Kestra Private Wealth Services, LLC

Kelly Almonte is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Kestra in 2018, Almonte worked at UBS Financial Services for 11 years. Outside of Kestra, Almonte serves as a registered field assistant at The Northeast Investment Group, focusing on customer service. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors. The firm serves individuals, retirement plans, charitable organizations, and businesses, offering a range of investment solutions, financial planning, and advisory services across multiple platforms.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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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 licenses and bringing 28 years of industry experience. Prior to joining Kestra in 2018, he spent 11 years at UBS Financial Services. He serves as managing partner and wealth manager of The Northeast Investment Group and holds leadership roles in community organizations, including chairing the Providence Rotary Charities Foundation and participating on the board of Bradley Hospital. Kestra Private Wealth Services manages approximately $10.2 billion in assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory and financial planning services with access to multiple investment platforms and supports independent advisor decision-making alongside supervisory oversight.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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Deborah S

Series 63, Series 66

Cranston, RI

Kestra Private Wealth Services, LLC

Deborah Shuster is a financial advisor at Kestra Private Wealth Services, LLC with 44 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at UBS Financial Services for 13 years before joining Kestra in 2018. Shuster is a co-owner of a real estate business and serves on the board of the Ralph & Clara Shuster Foundation. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary accounts, financial planning, and a range of investment solutions across multiple platforms.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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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 credentials and bringing 27 years of industry experience. His prior experience includes 11 years at UBS Financial Services before joining Kestra in 2018. He serves as a partner in Northeast Investment Group and holds the position of parish council secretary at St. Basil's Melkite Catholic Church. Additionally, he is chairperson of the Paul G. Farley III Memorial Fund and serves on the advisory board for Horizon Investments. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of financial planning, advisory, and investment management services across multiple platforms while supporting advisor independence with supervisory oversight.

Retirement income strategy Annuities General tax planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired
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