# KESTRA INSTITUTIONAL SERVICES, LLC

KESTRA INSTITUTIONAL SERVICES, LLC of AUSTIN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 151790
- Type: SEC-registered investment adviser
- SEC file number: 801-70743
- Location: 5707 SOUTHWEST PARKWAY, BLDG 2, SUITE 400, AUSTIN, TX, 78735
- Phone: 844-553-7872
- Latest filing: 2026-06-30
- Clients: 10

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (39)

_Showing 25 of 39 people._

| Name | Role | Location |
| --- | --- | --- |
| Robert Bredt Norwood | EVP, GENERAL COUNSEL | — |
| Jean-Luc Dupont | HEAD OF CYBERSECURITY AND TECHNOLOGY RISK; VP, CHIEF INFORMATION SECURITY OFFICE | — |
| Vinay Kant | EVP, CHIEF DIGITAL TECHNOLOGY OFFICER | — |
| Scott Matthew Zegers | CHIEF FINANCIAL OFFICER | — |
| Yin Yin | CONTROLLER; VICE PRESIDENT, CONTROLLER | — |
| Michael Ross Pedlow | CHIEF COMPLIANCE OFFICER, EVP | — |
| Kristen Lawless Chester | CHIEF OPERATING OFFICER, EVP; CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT | — |
| John Vincent Amore | EVP, WEALTH MANAGEMENT; PRESIDENT | — |
| Joel Van Bennett | SVP, CHIEF FINANCIAL OFFICER | — |
| Jeremy Scott Carr | EVP, GENERAL COUNSEL | — |
| Stephen Russell Langlois | PRESIDENT | — |
| BENNETT JOEL VAN | SVP, CHIEF FINANCIAL OFFICER | — |
| DENBY SUSANNE MARIE | SVP, CHIEF COMPLIANCE OFFICER | — |
| POER JAMES LYNN | CHIEF EXECUTIVE OFFICER, PRESIDENT; DIRECTOR, PRESIDENT | — |
| NORWOOD ROBERT BREDT | EVP, GENERAL COUNSEL | — |
| FORSYTHE MICHAEL JOSEPH | DIRECTOR, SENIOR VICE PRESIDENT AND CHIEF FINANCIAL OFFICER | — |
| BERGSTROM JOHN DERRICK | VICE PRESIDENT, ADVISORY SERVICES | — |
| WACHS GARY DAVID | SENIOR VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| GROSVENOR MARK D | SVP, TECHNOLOGY | — |
| BEACH KENNETH MICHAEL | VP, CHIEF INFORMATION SECURITY OFFICER | — |
| HUNTLEY CARL LANCE | CHIEF COMPLIANCE OFFICER | — |
| GELDER JAMES RODERICK | DIRECTOR | — |
| SCHOENBECK MARK PAUL | EVP, NATIONAL SALES DIRECTOR | — |
| VANDERHEYDEN JOHN PATRICK | EVP, STRATEGIC INITIATIVES; SVP, CHIEF OPERATING OFFICER; SVP, STRATEGIC INITIATIVES | — |
| PEDLOW MICHAEL ROSS | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, EVP; VP, ADVISORY SERIVCES COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151790/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151790/similar
- Related entities: https://search.stillhousedata.com/firm/151790/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151790

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.