PKS Securities, Inc.
Firm details
- Headquarters
- Albany, New York
- CRD number
- 101600
- Registered since
- May 22, 2000
- Website
- broadstonesecurities.com
Firm profile
FINTRXOverview
PKS Securities, Inc. is organized as a corporation and is SEC-registered since 2000. Public records identify the ownership as a combination of a domestic entity and an individual. The firm is categorized as unclassified in the available dataset. Available disclosures about the firm's activities are minimal. The record indicates PKS Securities, Inc. does not act as a capital allocator, does not identify as an active ESG investor, is not registered as a multi-state adviser, is not labeled a pension consultant, and is not listed as a related adviser. Details on client segments, fee structures, advisory services, and core business lines were not provided.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Tracey Bohley
Chief Financial OfficerCRD 4826937
Contacts
3 of 3Stephen Smith
Regional SupervisorCRD 1123669
Katherine Flouton
Operations AssistantCRD 4405001
Jason Depasquale
Registered RepresentativeCRD 5989443
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Albany, NY
Albany
Location
Albany, NY
Headquartered in Albany, NY, anchoring the Albany-Schenectady, NY metro in the Northeast.
- Metro area
- Albany-Schenectady, NY
- Region
- Northeast
- County
- Albany
- Address
- 80 State St
- Time zone
- ET (UTC-5)
- Office locations
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