Victoria Wabnig is a registered investment advisor at Pks Advisory Services, LLC, based in Albany, NY, with 26 years of industry experience. Victoria 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 Activities
Victoria is a bookkeeper for Camp Wishe Farm, a horse boarding facility, and a trustee for family trust accounts. Both activities require minimal time.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metlife Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.Broker
Credit Suisse First Boston CorporationBroker
Commonwealth Equity Services, INC.Broker
Hornor, Townsend & Kent, INC.Broker
State Registrations32 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.