Victoria
Wabnig

Pks Advisory Services, LLC

CRD#2423830
Investment Advisor
in Albany, NY

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About this Advisor

Victoria Wabnig is a financial advisor who works in Albany, New York with a total of 2 years of relevant experience. Wabnig is on the advisory team at Pks Advisory Services, LLC. Throughout their career, they have worked at Metlife Securities, Mml Investors Services, LLC, Purshe Kaplan Sterling Investments and Cl Wealth Management LLC. Wabnig maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Pks Advisory Services, LLC is a firm based out of Albany, NY. The firm has offices in 15 locations and a total of 46 people on staff. It manages $725 million in assets across its 4,410 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management. Of its 4,410 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors depend on which service is provided. However, fees billed by Pks Advisory Services, LLC most likely are comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

80 State Street
Albany, NY 12207

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Pks Advisory Services, LLC Brokerage Details

Total Assets Under Management

$725,246,094

NY Average: $7,464,549,021
Total Number of Employees

46

NY Average: 88
Total Number of Accounts

4,410

NY Average: 3,892
Average Account Size

$164,455

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Victoria Wabnig Work History

Victoria has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Purshe Kaplan Sterling Investments

2020 - Present (4 years)

Cl Wealth Management LLC

2017 - 2019 (2 years)

Mml Investors Services, LLC

2009 - 2017 (8 years)

Metlife Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Victoria Wabnig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pks Advisory Services, LLC

Alexander Butters
Santa Monica, CA
James Lynch
Albany, NY
Jarrid Wilkinson
Albany, NY
Sharone Hakman
Los Angeles, CA
David Connors
Albany, NY
Steven Dolinski
Albany, NY
Carl Kipper
Albany, NY
John Ramirez
Spring, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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