Richard Rydzik
Financial advisor at Kestra Advisory Services, LLC · Oxford, CT
Last updated 2026-10-10
Claim your profileRichard Rydzik is a financial advisor at Kestra Advisory Services, LLC in Oxford, CT, CRD 5363887. Licenses and exams on the registration: Series 66. First registered 2019-05-08.
Registration
- CRD number
- 5363887
- Registration status
- Active
- First registered
- 2019-05-08
- Years of experience
- 11
- States registered
- CT
Licenses and exams
- Series 66
Work history
- 2015-01 to 2017-05 · Cion Securities, LLC · New York, NY
- 2017-07 to Present · Rydzik & Rydzik Cpas · Beacon Falls, CT
- 2019-05 to Present · Kestra Investment Services, LLC · Beacon Falls, CT
- 2019-05 to Present · Kestra Advisory Services, LLC · Beacon Falls, CT
Current employment
- Kestra Advisory Services, LLC · Austin, TX
Kestra Advisory Services, LLC
- Regulatory AUM
- $79,798,091,767
- Registered advisors
- 1,479
- Offices
- 1,251
- Clients per advisor
- 79.4 (Moderate)
- Average AUM per client
- $679.7K (Low)
- High-net-worth client ratio
- 22.3% (Moderate)
Kestra Advisory Services, LLC: advisors, services and reported ETF investments
Reported ETF positions
Kestra Advisory Services reports 1,410 ETF positions worth $18.2B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| QQQ — Invesco QQQ Trust, Series 1 | $588.7M |
| IVV — iShares Core S&P 500 ETF | $579.4M |
| SPY — SPDR S&P 500 ETF TRUST | $398.8M |
| CGDV — Capital Group Dividend Value ETF | $342.7M |
| VOO — Vanguard S&P 500 ETF | $333.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Kestra Advisory Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $342.7M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $63.6M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | FESM — Fidelity Enhanced Small Cap Core ETF | $38.2M | Top 99.7% | Residual alpha +4.57% · Residual Sharpe 0.20 |
| Diversification Benefits | ACYN — FT Vest Laddered Autocallable Barrier & Income ETF | $59.8M | Top 98.7% | Replicability (R²) 58.1% · Residual Sharpe 3.94 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Kestra Advisory Services, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
Location
350 Center Rock Green, Oxford, CT 06478
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 8445537872
- Website: kestrafinancial.com
- Youtube
Official record
Are you Richard Rydzik?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.