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Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group Data Breach

Financial institutions like Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group are prime targets because of the direct access their records provide to victims' assets. According to a NH state filing, Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group experienced a data security incident affecting an undisclosed number of individuals, exposing Social Security Numbers and financial account data. Legal proceedings relating to this breach are ongoing.

NH
State Filed
Sep 22, 2025
AG Filing Date
Unknown
Records Affected

Data Exposed

Financial AccountSSNDate of BirthAddressEmail

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What Happened

Banks and financial institutions hold the keys to their customers' financial lives, making them perpetual high-value targets for organized cybercriminals. The data that Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group stored — account numbers, routing information, and identification records — provides everything needed to initiate unauthorized transfers, open fraudulent accounts, or take over existing credit lines.

What's at Risk for You

Based on Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group's industry, affected individuals typically face:

Financial Fraudcritical risk

Exposed bank and card information allows direct account draining, unauthorized purchases, and fraudulent wire transfers. Act immediately if you notice unfamiliar charges.

Identity Theftcritical risk

Exposed Social Security Numbers can be used to open fraudulent credit accounts, file false tax returns, and commit federal benefits fraud — often for years before detection.

Identity Verification Bypassmedium risk

Combined with a name and other leaked data, date of birth helps criminals pass identity verification questions at banks and government agencies.

Physical Security Riskmedium risk

Home address exposure can enable mail theft, package fraud, and targeted phishing attacks that reference your known location.

Targeted Phishingmedium risk

Your email being connected to this breach makes you a high-value phishing target. Watch for impersonation attempts referencing the company or the breach.

Are You One of the Victims?

  • You received a written data breach notification letter from Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group
  • You are or were a customer, patient, or employee of Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group
  • Your information was held by Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group in NH
  • Your Social Security Number may have been compromised
  • Your bank or payment card data was potentially exposed

Rights Under the Law

What the New Hampshire data breach notification law and federal statutes entitle you to recover:

Lost Time & Remediation Costs

The hours spent responding to a data breach — canceling accounts, contacting credit bureaus, updating passwords, and investigating fraud — represent compensable economic harm in data breach litigation.

Identity Theft Protection Costs

Once your SSN is exposed, protection becomes an ongoing expense. Plaintiffs in data breach settlements have recovered costs for credit freezes, identity protection subscriptions, and time spent dealing with fraudulent accounts — sometimes covering multiple years of exposure.

Banking & Account Fees

Fees charged to close and reopen accounts, issue replacement cards, or dispute fraudulent transactions are recoverable in data breach litigation. So are the costs of overdrafts, late payments, and credit damage caused by unauthorized activity.

Statutory Minimum Damages

Several state data breach laws provide for statutory minimum damages — fixed amounts recoverable per affected individual regardless of actual loss. These provisions exist specifically to make legal action viable for victims who have not yet experienced direct harm.

Frequently Asked Questions

Do I need proof that my data was misused to file a claim against Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group?

No. Under New Hampshire data breach notification law and federal law, the unauthorized exposure of your personal data — regardless of whether it has been actively misused — can be sufficient grounds for a claim. The breach itself is the injury.

How much does filing a claim cost?

Nothing. The Law Office of David S. Harris handles data breach cases on contingency — you pay zero upfront and owe nothing unless compensation is recovered.

My Social Security Number was exposed. What should I do right now?

Immediately place a free credit freeze at all three bureaus (Equifax, Experian, TransUnion). A freeze blocks new accounts from being opened in your name. Then file a complaint with the FTC at IdentityTheft.gov and contact our office — SSN exposure is one of the most serious breach types.

My financial account data was exposed. Can the bank recover my losses?

Banks may reverse fraudulent charges, but they are not obligated to compensate you for time lost, stress, or indirect damages. A class action claim against the breached company can recover those additional categories of harm.

Is it too late to file a claim?

Statutes of limitations for data breach claims vary by state but typically run 2–4 years. Depending on when you learned of the breach, you may still have time. Contact our office for a free eligibility review — there is no cost to find out.

What if Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group offered me free credit monitoring after the breach?

Accepting free credit monitoring from Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group does not waive your right to pursue legal action unless you signed a specific release waiving claims. In most cases, victims who accepted monitoring can still file.

Do I need to have received a notice letter to be eligible?

Not necessarily. Many data breach victims are never notified directly. If your personal information was held by Kestra Investment Services, LLC and Kestra Advisory Services, LLC and Davis Advisory Group during the relevant period, you may still qualify even without receiving a letter. A free eligibility review can confirm your status.

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