The Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group Data Breach: Incident Facts and Free Case Review
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.
- State
- New Hampshire
- Reported
- September 22, 2025
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