Mary Daoust
Mary Daoust is a registered investment advisor at Pks Advisory Services, LLC, based in Albany, NY, with 26 years of industry experience. Mary 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 (1)
Criminal
January 1976Other Business ActivitiesSells Insurance
Mary is an investment advisory representative at PKSA. She also sells fixed and life insurance through PKSF, dedicating minimal time to this activity.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
First Albany CorporationBroker
State Registrations29 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.