Steven Dolinski is a registered investment advisor, based in Albany, NY, with 6 years of industry experience.
Location
80 State Street, Albany, NY, 12207
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Regulatory History
Clean regulatory record
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 ActivitiesSells Insurance
Steven is an Investment Advisor Representative (IAR) at PKS Advisory Services LLC, providing investment advice full-time. He is also an insurance agent at PKSF, providing insurance advice about 10-20% of his time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2020 - Present · 5 yrs 11 mos
Pks Advisory Services, LLC
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Michigan Advisors, INC
January 2020 - July 2020 · 6 mos
Michigan Securities, INC.Broker
October 2019 - July 2020 · 9 mos
State Registrations9 states
AZFLILMIMNOHSCTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.