Andrew Ferraro
Andrew Ferraro is a registered investment advisor at Pks Advisory Services, LLC, based in Schwenksville, PA, with 25 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 4,892 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee varies up to 2.00% depending on assets under management, services rendered, and advisor experience. Fees are negotiable.
Fee Estimator
Location
Schwenksville, PA
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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 →Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Mcg Securities LLCBroker
Emerging Growth Equities, LTD.Broker
1914 Advisors
Boenning & Scattergood, INC.Broker
Emerging Growth Equities, LTD.Broker
Kevin Dann & Partners, LLCBroker
Whitaker Securities LLCBroker
Labranche Financial Services, INC.Broker
J Giordano Securities GroupBroker
Jefferies & Company, INC.Broker
Ing Barings LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations22 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.