Advisor at PKS Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
PKS Advisory Services, LLC
Location
Schwenksville, PA
Credentials
Series 63, Series 65
Industry experience
25 years
Andrew Ferraro is a financial advisor at PKS Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Equitable Advisors, and MCG Securities. PKS Advisory Services provides financial planning, consulting, and investment management to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets and offers tailored portfolios using mutual funds, ETFs, independent managers, and individual securities.
Based on PKS Advisory Services, LLC
Based on PKS Advisory Services, LLC
Financial planning and consulting fees generally range from $500 to $1,000, negotiable and fixed fee basis.
up to 2.00%
Certain Supervised Persons offer securities brokerage and insurance products on a commission basis in their individual capacities.
Schwenksville, PA
Pennsylvania
Purshe Kaplan Sterling Investments
2022 - Present (4 years)
WPR LLC
2022 - 2022 (1 year)
Equitable Advisors
2019 - 2022 (3 years)
Axa Advisors, Llc
2019 - 2020 (1 year)
EQUITABLE
2019 - 2022 (3 years)
Axa Equitable
2019 - 2020 (1 year)
MCG Securities
2017 - 2019 (2 years)
Business Development and Marketing/Self Employed
2016 - 2019 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Collegeville, PA
New Wave Financial LLC
Series 63, Series 66
Ambler, PA
Revland Wealth Advisors
ChFC®, Series 63
Montgomeryville, PA
Fidelity Federal Planning Corp.
Series 63, Series 66
Perkasie, PA
Wallick Wealth Management
Series 63, Series 65
Conshohocken, PA
Powers Capital Management
CFA®, Series 63, Series 65
Phoenixville, PA
Clothier Springs Capital Management, LLC
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