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 has been SEC-registered since 2000. The firm is listed as owned by a domestic entity/individual and is classified in the data as "unclassified." The profile indicates PKS Securities does not identify as a capital allocator and is not flagged as an active ESG investor, multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm has not provided detail on its core business activities, advisory services, or affiliations. Because those operating and service details are absent from the available record, it is not possible to describe client segments, target markets, or the types of investment mandates the firm pursues.
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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