# PKS ADVISORY SERVICES, LLC

PKS ADVISORY SERVICES, LLC of ALBANY, NY is an SEC-registered investment adviser.

## Registration

- CRD: 125648
- Type: SEC-registered investment adviser
- SEC file number: 801-62147
- Location: 80 STATE STREET, ALBANY, NY, 12207
- Phone: (518) 426-5791
- Latest filing: 2026-07-29
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $50.5M
- Clients: 45
- Accounts: 4,892

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Pamela Sue Young | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| TAFT PETER STEPHEN | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| TAFT PETER S | PRESIDENT / CHIEF COMPLIANCE OFFICER; PRESIDENT/COO | — |
| FLOOD KEITH OWEN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| PAULSON ALBERT STANLEY | CIO | — |
| MARKOWITS ALEXANDER CHIAM | OWNER | — |
| LaFond Lisa Marie | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| DYER FRANK KIRK | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| YOUNG PAMELA SUE | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125648/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125648/similar
- Related entities: https://search.stillhousedata.com/firm/125648/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125648

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.