Pks Advisory Services, LLC

Pks Advisory Services, LLC (CRD# 125648) is a financial advisory firm headquartered in Albany, NY. They manage $401,788,293 in 2,443 accounts and serve the financial needs of clients across 38 states (or territories).

By the Numbers
  • Total Assets Under Management
    402
    MILLION
  • Total Number of Accounts
    2,443
    ACCOUNTS
  • Average Account Value
    $164,465
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Pks Advisory Services, LLC
Showing 1 - 10 of 38 top financial advisors.
1
Marc A. Agel
CRD#: 2853423
18 Corporate Woods Boulevard, Albany, NY 12211
96
Wealthminder
score

Marc Agel (CRD# 2853423) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 18 years of experience in the finance industry. Marc Agel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Susan B. Hart
CRD#: 4210326
18 Corporate Woods Boulevard, Albany, NY 12211
96
Wealthminder
score

Susan Hart (CRD# 4210326) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 16 years of experience in the finance industry. Susan Hart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Carol D. Hynes
CRD#: 1553701
18 Corporate Woods Boulevard, Albany, NY 12211
96
Wealthminder
score

Carol Hynes (CRD# 1553701) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 30 years of experience in the finance industry. Carol Hynes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Howard S. Kite
CRD#: 1017428
1900 S. Highland Avenue, Suite 100, Lombard, IL 60148
96
Wealthminder
score

Howard Kite (CRD# 1017428) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Lombard, IL and has over 35 years of experience in the finance industry. Howard Kite has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
John W. Steakley
CRD#: 4393013
12995 South Cleveland Avenue, Pinebrook Suites #6, Fort Myers, FL 33907
96
Wealthminder
score

John Steakley (CRD# 4393013) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Fort Myers, FL and has over 15 years of experience in the finance industry. John Steakley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Scott M. Cahill
CRD#: 4753094
18 Corporate Woods Boulevard, Albany, NY 12211
93
Wealthminder
score

Scott Cahill (CRD# 4753094) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 12 years of experience in the finance industry.

7
James P. Carroll
CRD#: 4008266
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108
93
Wealthminder
score

James Carroll (CRD# 4008266) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Naples, FL and has over 14 years of experience in the finance industry.

8
Philip L. Donnelly
CRD#: 4499049
18 Corporate Woods Boulevard, Albany, NY 12211
93
Wealthminder
score

Philip Donnelly (CRD# 4499049) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 14 years of experience in the finance industry.

9
John R. Goldman
CRD#: 2980634
18 Corporate Woods Boulevard, Albany, NY 12211
93
Wealthminder
score

John Goldman (CRD# 2980634) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 18 years of experience in the finance industry.

10
Alex Y. Jefferson
CRD#: 2175027
18 Corporate Woods Boulevard, Albany, NY 12211
93
Wealthminder
score

Alex Jefferson (CRD# 2175027) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 25 years of experience in the finance industry.

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