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 63, Series 65
Industry experience
21 years
Scott Cahill is a financial advisor with PKS Advisory Services, LLC in Albany, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with PKS Advisory Services and Purshe Kaplan Sterling Investments since 2006 and previously worked with The Murray Group. Cahill is also a referring agent for The Moore Insurance Agency. PKS Advisory Services, LLC provides financial planning, consulting, and investment management services to individuals, trusts, estates, and business entities. The firm manages approximately $905 million in assets for over 4,400 clients, tailoring portfolios using mutual funds, ETFs, independent managers, and individual securities based on fundamental and technical analysis.
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 · Texas
PKS Advisory Services, LLC
2006 - Present (20 years)
Purshe Kaplan Sterling Investments
2006 - Present (20 years)
The Murray Group
2006 - 2024 (18 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 65
Albany, NY
Ludus Capital, LLC
Series 65
Albany, NY
Mia Lee Financial
CFP®
Green Island, NY
Gates Wealth Group
I am financial consultant/advisor who has been in the financial services industry for the last 8+ years and a business owner specialist for the past 5 years. I've gained experience in several different industries over of the years, however most of my experience has been with construction & tech companies. Inside of your business we offer CFO services, business consulting and/or valuation services for a monthly retainer or a flat fee. Outside of your business we offer investment advice, tax strategy, real estate investing, asset protection strategy, insurance review, estate planning & more for an hourly fee, monthly retainer, flat fee or AUM fee. In one example, we were able to help one of our clients go from $1.74million of annual revenue to $10.003million in 1 year. More importantly, we were able to strategically use the profits of the business to buy $3mill worth of investment real estate in 1 year. In addition, by structuring the real estate purchases strategically and implementing a tax strategy, we were able to save the client an additional $200k+ in taxes for that tax year.
Series 63, Series 65
Albany, NY
JM Advisors, LLC
CFP®, Series 63, Series 66
Albany, NY
Capable Wealth, LLC
Series 63, Series 65
Albany, NY
Strikeout Capital LLC
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