Understanding your Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group data breach notification letter
If a Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group letter arrived in your mailbox, here is what it means, why you received it, and the free steps you can take right now.
Why you received this letter
Kestra Investment Services, LLC, Kestra Advisory Services, LLC, and Davis Advisory Group are financial services firms that provide wealth management, investment advisory, and financial planning solutions to their clients. As entities operating within the financial sector, these companies typically collect and store highly sensitive personal information, including government identification numbers, investment portfolio details, and comprehensive financial account data required to manage assets and execute transactions. This security incident was officially reported to the New Hampshire Attorney General in 2025, and individuals whose information may have been involved were sent a formal data breach notification letter. If you received this letter, it indicates that your personal or financial data was maintained by the firm and may have been compromised during the unauthorized access event.
What to do after the letter
Confirm the notice is genuine
A legitimate Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group notice references the specific incident reported to the New Hampshire Attorney General and describes which categories of your information were involved. Compare the letter against the public filing before acting on any links or phone numbers it contains.
Keep the letter — it is your proof of connection
The notification letter is the document that ties your personal information to this incident. Keep the original and photograph it. If you later request a case review, this letter is the strongest evidence that you were among the affected individuals.
Protect your accounts and credit
Depending on what was exposed, consider a free credit freeze with all three bureaus, new passwords for reused credentials, and monitoring of financial statements. These steps are free and do not require you to wait for anyone's permission.
Find out whether you have a claim
Whether the Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group breach gives you a legal claim depends on the facts. A free, no-obligation case review will tell you where you stand — there is no cost and no commitment to find out.
This page summarizes a data breach reported to the New Hampshire Attorney General for informational purposes and is attorney advertising. It does not create an attorney-client relationship. DataBreachPayment.com does not provide legal advice through this page.