Unclaimed Profile

Alyson Renee Kest

SPEARHEAD ADMINISTRATIVE SERVICES, LLC·GREENVILLE, Delaware

SIE, Series 7, Series 14, Series 24, Series 66, Series 99TOClean record5 years registeredSPEARHEAD ADMINISTRATIVE SERVICES, LLC

3828 KENNETT PIKE, GREENVILLE, DE 19807CRD# 3093693Firm CRD# 319289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alyson Renee Kest · GREENVILLE, DE

Registration

CRD #3093693 · SPEARHEAD ADMINISTRATIVE SERVICES, LLC · 5 years registered

Brand Profile

Not yet started

Career History

THE LEADERS GROUP, INC.

May 2023 – present

SPEARHEAD ADMINISTRATIVE SERVICES, LLC

Apr 2022 – present

SPEARHEAD CAPITAL ADVISORS, LLC

Nov 2020 – Dec 2022

Little Silver, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 66

Series 99TO

Registration record

First registered · November 9, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPEARHEAD ADMINISTRATIVE SERVICES, LLC

CRD 319289 · SEC 801-123610

AUM

$1.2B

Regulatory assets under management

Employees

293 client accounts

Services offered by SPEARHEAD ADMINISTRATIVE SERVICES, LLC

Per Form ADV

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at SPEARHEAD ADMINISTRATIVE SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Alyson Renee Kest offer?

Alyson Renee Kest specializes in Retirement Planning, Wealth Management. Contact their office in GREENVILLE, Delaware for a consultation.

What are Alyson Renee Kest's credentials?

Alyson Renee Kest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alyson Renee Kest located?

Alyson Renee Kest is based in GREENVILLE, Delaware, working with SPEARHEAD ADMINISTRATIVE SERVICES, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.

How does Alyson Renee Kest charge for services?

Alyson Renee Kest's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SPEARHEAD ADMINISTRATIVE SERVICES, LLC?

SPEARHEAD ADMINISTRATIVE SERVICES, LLC has approximately 9 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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