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 with domestic entity and individual ownership. In the FINTRX snapshot the firm is listed as "unclassified" and is not identified as a capital allocator or an active ESG investor. The profile also indicates it does not operate as a multi-state adviser, is not newly formed, and is not flagged as a pension consultant or related adviser. Publicly listed fields for client composition, fee structure, and specific business or advisory activities are not provided in the available FINTRX entry, so there is limited detail on the firm's client focus or service model.
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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