Pks Advisory Services, LLC
Albany, NY·SEC-registered · CRD #125648
Pks Advisory Services, LLC is an SEC-registered investment advisory firm in Albany, NY managing $1.1B across 5.3k client accounts, with 36 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
5.3k
Advisory staff
36
Fee model
Fee-based
How Pks Advisory Services, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Pks Advisory Services, LLC
How much does Pks Advisory Services, LLC manage?
Per its most recent SEC Form ADV filing (06/18/2026), Pks Advisory Services, LLC reports $1.1B in regulatory assets under management across roughly 5.3k client accounts.
How does Pks Advisory Services, LLC charge?
Pks Advisory Services, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Pks Advisory Services, LLC a fiduciary?
Yes. Pks Advisory Services, LLC is registered with the U.S. Securities and Exchange Commission (CRD #125648), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Pks Advisory Services, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Pks Advisory Services, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Albany, NY
Profile compiled from Pks Advisory Services, LLC's public SEC Form ADV filing (CRD #125648, filed 06/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Pks Advisory Services, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Pks Advisory Services, LLC? Claim this profile.