Angela Diane Xavier
Evp, Client Experience OfficerKestra Institutional Services, LLCCRD 7094095
About Angela Diane Xavier
Angela Diane Xavier is listed as Evp, Client Experience Officer at Kestra Institutional Services, LLC in Austin, TX. Form ADV reports a beneficial ownership band of Under 5%. Angela Diane Xavier is associated with 3 registered advisers.
Reported ownership
Owns Under 5% of Kestra Institutional Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Angela Diane Xavier work?
Angela Diane Xavier is listed as Evp, Client Experience Officer at Kestra Institutional Services, LLC on SEC Form ADV.
How much of Kestra Institutional Services, LLC does Angela Diane Xavier own?
Form ADV reports a beneficial ownership band of Under 5%.
Kestra Institutional Services, LLC
| Title | Evp, Client Experience Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Kestra Private Wealth Services, LLC
| Title | Evp, Client Experience Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Kestra Advisory Services, LLC
| Title | Evp, Client Experience Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |