Morgan Stanley
47yrs
Top advisor by experience in New York
4yrs
Deborah Sharp
Financial advisor at Kestra Advisory Services
Based in New York, New York, Deborah Sharp is a fiduciary financial advisor with 4 years of industry experience. Deborah has been with Kestra Advisory Services since 2024; before that, Deborah spent a year at Retirement and Wealth at Alliant. Kestra Advisory Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office200 Park Ave Suite 3202, New York, NY 10166
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$618,892
Advisors at the firm1,452
States licensed ?1 state
Services through Kestra Advisory Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowKestra Advisory Services, LLCCurrent firm
- Jan 2023 – Mar 2024Retirement and Wealth at Alliant, LLCPreviously
Contact Deborah
(844) 553-7872Firm headquarters in Austin, TX. Ask for Deborah. 200 Park Ave Suite 3202New York, NY 10166Office · Get directions X (Twitter) pageKestra Advisory Services
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Questions to ask Deborah
Tailored to Deborah’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Deborah
How do I contact Deborah?
Call Kestra Advisory Services at (844) 553-7872 and ask for Deborah Sharp. Deborah works from the New York, NY office.
How long has Deborah been a financial advisor?
Deborah has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Deborah hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Deborah a fiduciary?
Deborah is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Deborah paid?
Kestra Advisory Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Deborah for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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