Unclaimed Profile

Frank Kirk Dyer

PKS ADVISORY SERVICES, LLC·ALBANY, New York

SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 65Clean record22 years registeredPKS ADVISORY SERVICES, LLC

80 STATE STREET, ALBANY, NY 12207CRD# 1395696Firm CRD# 125648

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Frank Kirk Dyer · ALBANY, NY

Registration

CRD #1395696 · PKS ADVISORY SERVICES, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PKS ADVISORY SERVICES, LLC

MICHIGAN ADVISORS, INC

Jun 2021 – Jul 2021

ALBANY, NY

PKS ADVISORY SERVICES, LLC

Jun 2021 – Dec 2025

ALBANY, NY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2018 – Oct 2020

CLIFTON PARK, NY

LPL FINANCIAL LLC

Mar 2017 – Aug 2018

ALBANY, NY

WELLS FARGO ADVISORS, LLC

Oct 2010 – Nov 2016

JOHNSTOWN, NY

UBS FINANCIAL SERVICES INC.

Feb 2007 – Nov 2008

DEWITT, NY

MCDONALD INVESTMENTS INC.

Jan 2004 – Feb 2007

WILLIAMSVILLE, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · January 30, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PKS ADVISORY SERVICES, LLC

CRD 125648 · SEC 801-62147

AUM

$698M

Regulatory assets under management

Employees

4,457 client accounts

Services offered by PKS ADVISORY SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PKS ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Frank Kirk Dyer offer?

Frank Kirk Dyer specializes in Financial Planning, Investment Management, Wealth Management.

What are Frank Kirk Dyer's credentials?

Frank Kirk Dyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frank Kirk Dyer located?

Frank Kirk Dyer is based in ALBANY, New York, last registered with PKS ADVISORY SERVICES, LLC.

How does Frank Kirk Dyer charge for services?

Frank Kirk Dyer's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PKS ADVISORY SERVICES, LLC?

PKS ADVISORY SERVICES, LLC has approximately 50 employees and manages $698M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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