FIDELITY CLEARING & CUSTODY SOLUTIONS®
OWL Private Wealth Advisors custodies client assets with Fidelity Investments and will clear through National Financial Services LLC (NFS), a part for Fidelity Clearing & Custoduy Solutions®. Fidelity has a reputation for integrity, with over 70 years of financial management experience, and over $7 trillion in assets under administration.1
Our relationship with Kestra PWS provides us with the flexibility and resources to deliver premier service solutions to all of our clients. With this association, OWL Private Wealth Advisors can further provide a wide range of investment resources, technology, and an enhanced commitment to serving you.
Kestra PWS is a wholly-owned subsidiary of Kestra Financial. With more than $77 billion in assets under advisement.2 Kestra Financial is comprised of two affiliates: Kestra PWS, a Registered Investment Advisor (RIA), and Kestra Investment Services, LLC (Kestra IS), a top 10 Broker-Dealer.3
- An RIA is responsible for providing investment advice and acting as a fiduciary in financial matters.
- A Broker-Dealer supports independent financial advisors by facilitating trades according to a client’s instructions.
Albridge Wealth Reporting and Insights is an award-winning, innovative solution that allows OWL Private Wealth Advisors to present a complete, holistic view of client assets—including those held away.
eMoney is a financial planning tool that offers a robust platform for in-depth financial planning and personal cash flow analysis.
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the financial and wealth advisor profession. Redtail delivers next-generation technology to the financial services industry and will assist OWL Private Wealth Advisors manage their client relationships.
Morningstar, Inc. is a global financial services firm headquartered in Chicago, Illinois. It provides an array of investment-research and investment-management services.
Egnyte provides secure Enterprise File Sharing and Content Governance built from the Cloud down. Egnyte is the only secure content platform built specifically for businesses. With thousands of customers worldwide, in a variety of different vertical markets, Egnyte delivers secure content collaboration, compliant data protection and simple infrastructure modernization; all through a single SaaS platform.
1. Data as of December 31, 2019. Fidelity Investments is an independent company, unaffiliated with Kestra Financial. Fidelity Investments is a service provider to Kestra Financial. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity Investments, nor is such a relationship created or implied by the information herein. Fidelity Investments has not been involved with the preparation of the content supplied by Kestra Financial and does ot guarantee, or assume any responsibility for, its content. *Fidelity Investments is a registered service mark of FMR LLC.
Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
2.As of Dec. 31, 2018, assets include Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, and Kestra Institutional Services.
3. Top 7 by average annual gross production per advisor (ThinkAdvisor, 2018 Broker-Dealer Reference Guide).
eMoney Advisor LLC is a Fidelity Investmets company and an affiliate of Fidelity Brokerage Services LLC and National Financial Services LLC.
Fidelity Invesments and Fidelity Clearing & Custody Solutions® (together "Fidelity) is an independent company. Fidelity is a service provider to OWL Private Weath Advisors ("OWL") There is no form of legal partnership, agency affiliation, or similar relationship between you financial advisor and Fidelity, nor is such a relatioship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by OWL and does not guarantee, or assume any responisbility for, its content. Fidelity is a registered service mark of FMR LLC. Fidelity Clearing & Custody Solutions® provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services, LLC members NYSE, SIPC. 918171.1.0
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (Kestra PWS). OWL Private Wealth Advisors is a member firm of Kestra PWS, an affiliate of Kestra IS. OWL Private Wealth Advisors and Kestra IS are not affiliated. Third-party website references are provided for your information only. Kestra IS and Kestra AS does not endorse, nor accept, any responisbility for content. Kestra IS and Kestra AS does not independently verify this information, nor do we guarantee its accuracy or completeness