Eli Neal Cohen
Investment adviser representative at Pks Advisory Services, LLC
12 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
12 years in the industry.
- Pks Advisory Services, LLCSep 2026 to now
- Purshe Kaplan Sterling Investments, IncSep 2026 to now
- Osaic Wealth, Inc.Nov 2025 to Sep 2026
- Purshe Kaplan SterlingSep 2024 to Nov 2025
- Cobelskill Country ClubMay 2024 to Aug 2024
- Equitable Advisors, LLCMar 2024 to Aug 2024
- El Taco ShackJun 2022 to Mar 2024
- Suny OneontaAug 2020 to May 2024
- UnemployedAug 2014 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State 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
- 7972588
- Firm CRD
- 125648