Elliott Timothy Stanley
Investment adviser representative at Pks Advisory Services, LLC
16 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
16 years in the industry.
- Pks Advisory Services, LLCApr 2021 to now
- Purshe Kaplan Sterling InvestmentsFeb 2015 to now
- Schotts BoxingFeb 2012 to now
- University At AlbanyJun 2011 to now
- University of AlbanyMay 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6485976
- Firm CRD
- 125648