NivaLet’s talk

Angela Xavier

EVP, Client Experience Officer at Kestra Private Wealth Services

Broker registration; no current adviser registration

Angela Xavier is EVP, Client Experience Officer of Kestra Private Wealth Services, LLC, an Austin investment adviser managing $13.5B. Angela Xavier has a current broker registration and no current investment-adviser registration and has passed the SIE, Series 7TO and Series 99TO.

3
Licensing exams

From the IAPD record · data retrieved 18 October 2026 · page updated 20 October 2026SEC record

Career

Angela Xavier has been EVP, Client Experience Officer of Kestra Private Wealth Services since September 2025. Angela Xavier is a control person of the firm and directly owns under 5% of it.

Kestra Private Wealth Services, LLC is an Austin, TX firm with $13.5B under management, 20,230 clients and 211 advisers across 43 offices, as of its September 2026 filing.

Kestra Financial lists Angela Xavier as client experience officer.

No adviser firm registrations are on Angela Xavier’s record.

Credentials and registrations

Examinations

Series 99TO2 January 2023
Name
Operations Professional Examination
Series 7TO31 August 2020
Name
General Securities Representative Examination
SIE13 December 2019
Name
Securities Industry Essentials Examination

Individual record

Full name
Angela Diane Xavier
CRD
7094095
Firm bio
kestrafinancial.com

Disciplinary history is not reported here, in either direction. Check the SEC record.

Common questions

Where does Angela Xavier work?

Angela Xavier has been EVP, Client Experience Officer of Kestra Private Wealth Services, LLC since September 2025, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 22 September 2026

Does Angela Xavier have a current investment-adviser registration?

Angela Xavier has a current broker registration and no current investment-adviser registration.

Source: IAPD individual record, checked 18 October 2026

What exams has Angela Xavier passed?

Angela Xavier has passed 3 licensing exams: the SIE, Series 7TO and Series 99TO. The earliest, the SIE, was passed in December 2019.

Source: IAPD individual record, checked 18 October 2026

Leadership at Kestra Private Wealth Services

Sources

  1. IAPD individual record, CRD 7094095. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Kestra Private Wealth Services, LLC, filed 22 September 2026. Title, control and ownership bands.
  3. Kestra Private Wealth Services team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction