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PKS Advisory Services, LLC (“PKSA”) is an SEC registered investment adviser located in Albany, New York. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of PKSA’s web site on the Internet should not be construed by any consumer or prospective client as PKSA’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice over the internet.  

A copy of PKSA’s current written disclosure statement as set forth on Form ADV, discussing PKSA’s business operations, services, and fees is available from PKSA upon written request.  PKSA does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.

Many of the Representatives of PKSA are also securities licensed by several states with Purshe Kaplan Sterling Investments, an affiliated broker-dealer.

ACCESS TO THIS WEB SITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEB SITE OR ANY THIRD-PARTY WEB SITE LINKED TO THIS WEB SITE.

Securities offered through Purshe Kaplan Sterling Investments, MemberFINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207. Fixed Insurance products offered through PKS Financial Services, headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and PKS Financial Services are affiliated companies with PKS Advisory Services, LLC.

Investments and insurance products through PKS Advisory Services, LLC and its affiliated companies are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Check your Investment Professional SEC https://adviserinfo.sec.gov/