Dennis Colavito
Dennis Colavito is a registered investment advisor at Pks Advisory Services, LLC, based in Rensselaer, NY, with 44 years of industry experience. Dennis 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
Rensselaer, NY
Get directionsHistory
Regulatory History (5)
Customer Dispute
October 2001Customer Dispute
September 1998Customer Dispute
August 1997Regulatory
August 1988Employment Separation After Allegations
November 1984Other Business Activities
Dennis is a registered investment advisor representative at PKS Advisory. This activity is investment-related.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
Marsan Securities CO., INC.Broker
Success Securities INC.Broker
Ross, Stebbins INC.Broker
State Registrations5 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.
Exams
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