Pks Advisory Services, LLC
Pks Advisory Services, LLC (CRD# 125648) is a financial advisory firm headquartered in Albany, NY. They manage $697,742,374 in 4,457 accounts and serve the financial needs of clients across 41 states (or territories).
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Total Assets Under Management698MILLION
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Total Number of Accounts4,457ACCOUNTS
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Average Account Value$156,550
- 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)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Dino Macaluso (CRD# 1496076) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 37 years of experience in the finance industry.
Joseph Macaluso (CRD# 5835613) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 10 years of experience in the finance industry.
Daniel McWilliams (CRD# 2244661) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 31 years of experience in the finance industry.
William Miller (CRD# 4336822) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 23 years of experience in the finance industry.
Lawrence Natale (CRD# 2379172) 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.
James Patrick (CRD# 1288261) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 24 years of experience in the finance industry.
Brian Purcell (CRD# 5687443) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 11 years of experience in the finance industry.
John Ramirez (CRD# 4080261) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Spring, TX and has over 18 years of experience in the finance industry.
Scott Reid (CRD# 4183235) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 23 years of experience in the finance industry.
John Rooney (CRD# 1196713) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 40 years of experience in the finance industry.