Matthew
Lovre

Kestra Advisory Services, LLC

CRD#7820291
Investment Advisor
in Mars, PA

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About this Advisor

Matthew Lovre is a financial advisor based in Mars, Pennsylvania, working with Kestra Advisory Services, LLC. Matthew has previously held positions at Helltown Brewing, Westpoint Military Academy, U.S. Army, 7 Springs Winter Resort, Baja Bar And Grill, Valley Honda, School House Tavern, Turner Dairy, Live Casino, Lamplighter Restaurant And Lounge, Murray Auto Electric, Shorty'S Pin'S And Pints, Unemployed Student, American Income Life, Kestra Investment Services LLC, and Kestra Advisory Services LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Matthew is part of Kestra Advisory Services, LLC, which operates out of Mars, Pennsylvania. The firm has 544 offices and 1,299 employees. Kestra Advisory Services, LLC manages assets totaling $60.2 billion and serves both charitable organizations and high-net-worth clients. The firm offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Kestra Advisory Services, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7011 Crider Road Suite 101
Mars, PA 16046

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$60,174,309,829

PA Average: $3,042,739,679
Total Number of Employees

1,299

PA Average: 49
Total Number of Accounts

155,482

PA Average: 2,315
Average Account Size

$387,018

PA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Matthew Lovre Work History

2024 - Present (1 year)

Kestra Advisory Services LLC

2023 - Present (2 years)

Kestra Investment Services LLC

2022 - 2023 (1 year)

Helltown Brewing

2022 - 2022 (< 1 year)

Baja Bar And Grill

2022 - 2022 (< 1 year)

Shorty'S Pin'S And Pints

2021 - 2023 (2 years)

7 Springs Winter Resort

2021 - 2021 (< 1 year)

Live Casino

2021 - 2021 (< 1 year)

American Income Life

2020 - 2021 (1 year)

School House Tavern

2019 - 2019 (< 1 year)

Valley Honda

2019 - 2021 (2 years)

Turner Dairy

2019 - 2019 (< 1 year)

Unemployed Student

2017 - 2019 (2 years)

Westpoint Military Academy, U.S. Army

2015 - 2015 (< 1 year)

Murray Auto Electric

2013 - 2017 (4 years)

Lamplighter Restaurant And Lounge

Disclosures

Please visit the SEC profile of Matthew Lovre to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Kestra Advisory Services, LLC

Andrew Pollack
New York, NY
Kobe Bolanos
Austin, TX
Wen Qin Luisi
Richardson, TX
Dustin Engle
Austin, TX
Quinn Vicars
Anacortes, WA
Jeffrey Lewis
Las Vegas, NV
Joseph Kamon
Pittsburgh, PA
Jared Krim
Paramus, NJ

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