Steven
Dolinski
Pks Advisory Services, LLC
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About this Advisor
Steven Dolinski is a financial advisor who works in Albany, New York with 3 years of industry experience. Dolinski is on the advisory team at Pks Advisory Services, LLC. Dolinski has gained experience at Community North Hospital, Amn Healthcare, Detroit Receiving Hospital, Michigan State University, Michigan Securities, Inc, Michigan Advisors, Inc, Purshe Kaplan Sterling Investments and Pks Advisory Services, LLC. Dolinski maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Michigan and Ohio. Pks Advisory Services, LLC is a registered investment firm based in Albany, NY. The firm has offices in 15 locations and a total of 46 people on staff. It administers $725 million in assets under management across its 4,410 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 4,410 client accounts, just 2% belong to high-net-worth individuals who have more than $1 million in assets. The business performs a wide range 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 largely depend on which services the firm provides the client. However, fees billed by Pks Advisory Services, LLC most likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pks Advisory Services, LLC Brokerage Details
$725,246,094
46
4,410
$164,455
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
Steven Dolinski Work History
Steven has been registered as a financial advisor for 3 years.*
Purshe Kaplan Sterling Investments
Pks Advisory Services, LLC
Detroit Receiving Hospital
Michigan Securities, Inc
Michigan Advisors, Inc
Community North Hospital
Amn Healthcare
Michigan State University
*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 Steven Dolinski 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
Santa Monica, CA
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Los Angeles, CA
Albany, NY
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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