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
Elliott Stanley (CRD# 6485976) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 8 years of experience in the finance industry.
Victoria Wabnig (CRD# 2423830) 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.
Roya Yeroshalmi (CRD# 2926628) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Beverly Hills, CA and has over 26 years of experience in the finance industry.
Pamela Young (CRD# 2731789) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 26 years of experience in the finance industry.
Steven Dolinski (CRD# 7145148) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 4 years of experience in the finance industry.
Francis Miller (CRD# 4815317) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Chesterfield, VA and has over 18 years of experience in the finance industry.
Joseph Osborne (CRD# 7039403) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Brentwood, TN and has over 5 years of experience in the finance industry.
Lisa Reid (CRD# 7322705) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has over 2 years of experience in the finance industry.
Kristin Sanderson (CRD# 7227656) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Nashville, TN and has over 3 years of experience in the finance industry.
Grace Smith (CRD# 7446841) is an Investment Advisor Representative working at Pks Advisory Services, LLC in Albany, NY and has 1 year of experience in the finance industry.