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Mary Erin Daoust

PKS Advisory Services, LLC

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About Mary Erin Daoust

Mary Erin Daoust is a financial advisor with PKS Advisory Services, LLC, with over 24 years of experience in the financial industry. Mary holds multiple licenses and certifications, including Series 63, 65, and 7 exams. Mary has experience working with individuals, high-net-worth individuals, and corporations, and offers a variety of services, including financial planning, pension consulting, portfolio management, and selection of other advisors. Mary is registered with the state of Texas and is currently serving clients in Albany, NY.

Firm Information

Mary Daoust 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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Mary Daoust’s Registration & Firm History

NY

12/21/2023 - Present

PKS Advisory Services, LLC (ALBANY NY)

NY

06/01/2009 - 04/26/2010

MORGAN STANLEY SMITH BARNEY (ALBANY NY)

NY

08/07/2000 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (ALBANY NY)

NY

09/21/1999 - 07/31/2000

FIRST ALBANY CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/23/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Mary Erin Daoust. Review regulatory record here.
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