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PKS ADVISORY SERVICES, LLC
PKS ADVISORY SERVICES, LLC
ALBANY, New York
·
6 registered advisors
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CRD# 125648
SEC# 801-62147
17
(518) 426-5791
01
Firm Overview
AUM
$698M
Regulatory assets under management
Employees
50
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PKS ADVISORY SERVICES, LLC
6 registered advisors
Alexander Chiam Markowits
ALBANY, New York
CRD# 6561516
Frank Kirk Dyer
ALBANY, New York
CRD# 1395696
John Peter Purcell
ALBANY, New York
CRD# 1664678
Keith Owen Flood
ALBANY, New York
CRD# 2001256
Michael Theodore Staff
ALBANY, New York
CRD# 2724701
Pamela Sue Young
ALBANY, New York
CRD# 2731789
05
Office Locations
ALBANY, New York
6 advisors
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Data sourced from SEC Form ADV filings. PKS ADVISORY SERVICES, LLC (CRD# 125648) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.