Wyatt T Yennard
Investment adviser representative at Pks Advisory Services, LLC
10 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
10 years in the industry.
- Pks Advisory Services, LLCJul 2025 to now
- Purshe Kaplan Sterling InvestmentsMay 2023 to now
- Tesis BiosciencesFeb 2023 to Apr 2023
- Geva Accounting FirmMay 2022 to Feb 2023
- Jrt TruckingJan 2022 to Apr 2022
- Qual ServMar 2021 to Jan 2022
- SmxJan 2021 to Mar 2021
- TownsendAug 2020 to Jan 2021
- Fly ShackApr 2020 to Jun 2020
- Townsend LeatherSep 2019 to Feb 2020
- Power Composite TechnologiesJun 2019 to Aug 2019
- Gloversville Enlarged School DistrictSep 2013 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
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
- 7736494
- Firm CRD
- 125648