PKS Advisory Services, LLC

Overview

PKS Advisory Services, LLC is an SEC registered investment adviser based in Albany, NY, registered since 2003. It reports $1.1B in assets under management across 4,892 accounts, with 45 employees. It has 44 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

95%

Accounts

4,892

Average account

$223K

Employees

45

Advisory reps

44

Registered since

2003

Jurisdictions

50

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Pamela Sue Young President, Chief Compliance Officer CRD 2731789

Advisory reps 3 of 44

• Gregory A Baldwin Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1476397
• Roger K Brinks Investment Adviser Rep CRD 6510186
• Scott Michael Cahill Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4753094

41 more advisory reps, with emails, phones and branch locations

Location

Headquarters

80 State St
Albany, NY 12207

County

Albany

Metro area

Albany-Schenectady-Troy, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 50 jurisdictions
• Website: woehlerfinancialgroup.com

Every state, with registration dates

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