Roya Yeroshalmi
Roya Yeroshalmi is a registered investment advisor at Pks Advisory Services, LLC, based in Beverley Hills, CA, with 26 years of industry experience. Roya 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
415 N. Camden Dr., Beverley Hills, CA, 90210
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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
Roya works as an independent compliance consultant for ACA Group and PKS Alternative Investments. She spends about 10-20% of her time on compliance consulting for ACA Group and minimal time for PKS Alternative Investments.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
The Leaders Group, INC.Broker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
1717 Capital Management CompanyBroker
Royal Alliance Associates, INC.Broker
State Registrations2 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.