Philip DonnellyCRD Number: 4499049
Current Firm: Pks Advisory Services, LLC
Philip Donnelly (CRD# 4499049) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 15 years of experience in the finance industry.
Dutch Asset Corporation
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
|Purshe Kaplan Sterling Investments||Albany, NY||Jan 2002 - Current||15|
|Pks Advisory Services, LLC||Albany, NY||Jan 2002 - Current||15|
|Mass Mutual||Watervliet, NY||Feb 2001 - Current||16|
|Revo Groover||Watervliet, NY||Oct 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S65||NASAA Investment Advisors Law Examination||May 2007|
Total Assets Under Management402MILLIONS
Total Number of Accounts2,443ACCOUNTS
Average Account Value$164,465
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV
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