Lawrence Natale
Lawrence Natale is a registered investment advisor at Pks Advisory Services, LLC, based in Albany, NY, with 32 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,416 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PKS Advisory Services provides investment management for an annual fee based on the value of your investments. The fee can be up to 2.75% and varies depending on the amount you invest, the type of services you need, and the experience of the advisor. This fee does not include brokerage commissions or other transaction costs.
Location
80 State Street, Albany, NY, 12207
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lawrence is an agent selling fixed/traditional insurance products, dedicating a few hours per week to PKS Financial and about a quarter of his time to Fixed Insurance. He also works full-time as a Senior Financial Advisor for PKSA DBA Natale Wealth Management and co-owns Blue Stars Rental, spending minimal time on cleaning and prepping the lake house for rentals.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Citigroup Global Markets INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First Investors CorporationBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.