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Joseph Nicholas MacAluso

PKS Advisory Services, LLC

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About Joseph Nicholas MacAluso

Joseph MacAluso is a registered representative with PKS Advisory Services, LLC. Joseph is also a registered investment advisor representative. Joseph is located in Albany, New York and has been in the securities industry for 10 years. Joseph has passed both the Series 7 and Series 63 exams, as well as the Series 65 and SIE exams. Joseph specializes in providing financial planning, pension consulting and portfolio management for individuals and businesses. PKS Advisory Services, LLC is a registered investment advisor firm located in Albany, New York. The firm provides financial planning, pension consulting, and portfolio management services to individuals and businesses.

Firm Information

Joseph MacAluso 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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Joseph MacAluso’s Registration & Firm History

NY

04/08/2021 - Present

PKS Advisory Services, LLC (ALBANY NY)

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Licenses & Designations

IA

Issued 02/28/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Nicholas MacAluso.
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