A complete list of active advisors currently associated with Preston Investments

Warmer can help you find a great advisor at Preston Investments or one who fits your needs even better.

Preston Advisory Services LLC provides discretionary portfolio management to individuals — including high‑net‑worth clients — and to pension and profit‑sharing plans. The firm manages approximately $197.7 million across about 2,526 client accounts and primarily advises on exchange‑traded funds and mutual funds, including the use of firm‑developed model portfolios. The firm tailors strategies based on each client’s investment objectives and risk tolerance, implements ongoing monitoring and rebalancing, and commonly requires discretionary trading authority to execute those strategies. Model portfolios are offered across risk profiles, and the brochure discloses that Interactive Brokers and Charles Schwab (among others) serve as custodians and trade execution venues for client accounts. Preston is notable for operating with a very high client load per advisor — more than 600 clients per advisor — a ratio that is uncommon among peers and implies a higher service volume for each advisor. The brochure also discloses that several supervised persons are separately licensed as insurance agents and may receive commission‑based compensation for insurance sales, and that the firm routinely directs brokerage to particular custodians in connection with institutional services, both of which are identified as potential conflicts of interest.

To learn more about the advisors currently working at Preston Investments, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.