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Michael Theodore Staff

PKS ADVISORY SERVICES, LLC·ALBANY, New York
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18 CORPORATE WOODS BOULEVARD, ALBANY, NY 12211CRD# 2724701Firm CRD# 125648
01

About

Michael Theodore Staff is a registered financial advisor based in ALBANY, New York, affiliated with PKS ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PKS ADVISORY SERVICES, LLC
PKS ADVISORY SERVICES, LLC
AUM
$698M
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at PKS ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2724701
Firm CRD# 125648
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Theodore Staff offer?
Michael Theodore Staff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALBANY, New York for a consultation.
What are Michael Theodore Staff's credentials?
Michael Theodore Staff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Theodore Staff located?
Michael Theodore Staff is based in ALBANY, New York, working with PKS ADVISORY SERVICES, LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Michael Theodore Staff charge for services?
Michael Theodore Staff'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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Other advisors in ALBANY
Kimberly Marie Mullin — ARISTA ADVISORY GROUP, LLCBradley Raymond Konopaske — EMPIRE ASSET MANAGEMENT GROUP, LLC.Paul Scott Paska — EMPIRE ASSET MANAGEMENT GROUP, LLC.Keith Owen Flood — PKS ADVISORY SERVICES, LLCAlexander Chiam Markowits — PKS ADVISORY SERVICES, LLC
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