Kevin Kustelski has been an investment adviser representative at S & D Financial since September 2025, and is not listed among the firm’s executive officers or direct owners.
S & D Financial, L.L.C. is a San Antonio, TX firm with $134M under management, 302 clients and 5 advisers across 3 offices, as of its May 2026 filing.
Kevin Kustelski is Wealth Advisor of Reliance Financial Partners. He works with high-income earners in their accumulation years and high-net-worth individuals preparing for or transitioning into retirement, covering retirement and investment strategies, budgeting, risk management and generational wealth planning. Before entering financial services, he spent over a decade as the owner of a gym in Little Silver, NJ.
Kevin Kustelski’s longest registration was 2 years at MML Investors Services, LLC (2023–2025). Before joining S & D Financial in 2025, Kevin Kustelski was registered through MML Investors Services, LLC.
- Reliance Wealth ManagementCurrent– present · 1 yearSan Antonio, TX · Adviser representative · Firm CRD 332415
- MML Investors Services, LLC– · 2 yearsSpring Branch, TX · Adviser representative · Firm CRD 10409
Professional designations
Listed by S & D Financial
- Retirement Income Certified Professional (RICP®)
Investment adviser representative registrations
Kevin Kustelski is registered as an investment adviser representative in Texas, since September 2025.
- TexasSince 25 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 10 July 2023 |
| Series 7TO | General Securities Representative Examination | 27 March 2023 |
| SIE | Securities Industry Essentials Examination | 30 January 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7694553
- Firm
- S & D Financial · CRD 332415
- Office
- 6827 CAMP BULLIS RD, STE 402, San Antonio, TX 78256
- Registration
- Investment adviser registration
- In the industry since
- March 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- reliancefinancialpartners.com
Where does Kevin Kustelski work?
Kevin Kustelski is an investment adviser representative registered through S & D Financial, L.L.C. since September 2025, and is not listed among the firm’s executive officers or direct owners.
Is Kevin Kustelski a financial advisor?
Yes. Kevin Kustelski has a current investment-adviser registration in Texas, through S & D Financial since September 2025.
How many years of experience does Kevin Kustelski have?
Kevin Kustelski has 3 years in the financial industry, since March 2023, across 2 adviser firms.
What exams has Kevin Kustelski passed?
Kevin Kustelski has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2023.
Where did Kevin Kustelski work before S & D Financial?
Before S & D Financial, Kevin Kustelski was registered through MML Investors Services, LLC, July 2023 to September 2025.
Where is Kevin Kustelski based?
Kevin Kustelski’s registered office is in San Antonio, TX.
Is Kevin Kustelski registered with FINRA?
No. Kevin Kustelski has no current broker registration.
How can I verify Kevin Kustelski’s record?
Search CRD 7694553 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Kustelski’s full registration record.