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
Albany, NY 12207
Credentials
Series 66
Industry experience
10 years
Elliott Stanley is a financial advisor at PKS Advisory Services, LLC with 10 years of industry experience and holds the Series 66 designation. He has been with Purshe Kaplan Sterling Investments since 2015. Outside of his advisory role, he is a boxing coach at Schotts Boxing, where he teaches classes and provides private lessons. PKS Advisory Services, LLC offers financial planning, consulting, and investment management services to individual clients, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios based on clients’ risk tolerance, time horizon, and objectives using a mix of 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.
80 State Street
Albany, NY 12207
New York
Purshe Kaplan Sterling Investments
2015 - Present (11 years)
Schotts Boxing
2012 - Present (14 years)
University At Albany
2011 - Present (15 years)
University of Albany
2010 - Present (16 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.
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