Roya Yeroshalmi
Investment adviser representative at Pks Advisory Services, LLC
22 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
22 years in the industry.
- Pks Advisory Services, LLCJul 2016 to now
- Purshe Kaplan Sterling InvestmentsFeb 2014 to now
- Advanced Regulatory ComplianceOct 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2926628
- Firm CRD
- 125648