Andrew Karl Ferraro
Investment adviser representative at Pks Advisory Services, LLC
6 yearsExperience
1 stateRegistered in
$1.1BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
6 years in the industry.
- Pks Advisory Services, LLCSep 2023 to now
- Purshe Kaplan Sterling InvestmentsNov 2022 to now
- Wpr LLC.Mar 2022 to Nov 2022
- Equitable Advisors, LLCFeb 2019 to Mar 2022
- AXA Advisors, LLCFeb 2019 to Jun 2020
- EquitableJan 2019 to Mar 2022
- AXA EquitableJan 2019 to Jun 2020
- Mcg SecuritiesNov 2017 to Jan 2019
- Business Development and Marketing/self EmployedJan 2016 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 1 state (PA).
Pks Advisory Services, LLC
$1.1BAssets managed
4,892Clients
46Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2801628
- Firm CRD
- 125648