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Dennis Russell Colavito

PKS Advisory Services, LLC

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About Dennis Russell Colavito

Dennis Colavito has been in the financial industry since 1981 and is currently registered with PKS Advisory Services, LLC. Dennis has worked with various financial institutions including Paine Webber Incorporated, Dean Witter Reynolds Inc, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Ross, Stebbins Inc. Dennis specializes in providing financial planning and investment advice for businesses and individuals.

Firm Information

Dennis Colavito is currently registered with PKS Advisory Services, LLC. PKS Advisory Services, LLC is a registered investment advisor headquartered in Albany, New York. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for individuals, businesses, and high-net-worth individuals. As of its last filing, PKS Advisory Services, LLC manages over $697 million in assets for over 4,457 clients.
PKS Advisory Services, LLC

80 STATE STREET

ALBANY, NY 12207

$697.74M

Assets Under Management

Not reported

Total Clients

48

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dennis Colavito’s Registration & Firm History

NY

04/08/2021 - Present

PKS Advisory Services, LLC (ALBANY NY)

NJ

05/17/1994 - 06/17/1997

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

NY

07/07/1988 - 04/08/1994

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

NA

12/03/1984 - 05/20/1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

03/12/1982 - 12/06/1984

PAINEWEBBER INCORPORATED

NA

11/02/1981 - 11/23/1982

SUCCESS SECURITIES INC.

NA

03/08/1982 - 04/26/1982

MARSAN SECURITIES CO., INC.

NA

06/23/1981 - 10/05/1981

ROSS, STEBBINS INC.

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Licenses & Designations

IA

Issued 09/01/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/15/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/1989

Series 3 - National Commodity Futures Examination

BC

Issued 06/20/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Dennis Russell Colavito. Review regulatory record here.
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