Michael Dejulio
Michael Dejulio is a registered investment advisor at Pks Advisory Services, LLC, based in Albany, NY, with 15 years of industry experience. Michael 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
Get directionsHistory
Regulatory History (4)
Regulatory
January 2022Criminal
September 2017Employment Separation After Allegations
March 2017Criminal
February 2017Other Business ActivitiesSells Insurance
Michael is an Investment Advisor Representative (IAR) with PKS Advisory Services, LLC, dedicating full-time hours to advisory services. He also works as an agent for PKS Financial Services, offering fixed insurance solutions to clients, dedicating a few hours per week.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Goldman, Sachs & CO.Broker
State Registrations15 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.