Joseph Nicholas Macaluso

Employer firm

Pks Advisory Services, LLC CRD 125648

$1.09B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2016 → Present
  Pks Advisory Services, Llc
  Albany, NY
• 01/2016 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Other Businesses

1. PKS Advisory Services-Investment related-80 State St, Albany, NY 12207-Investment Advisor-IAR-2/2016-160 hrs/mth-100% during trading hrs-Provides investment advice to clients. 2. PKS Financial Services Inc.-Investment related-80 State St, Albany, NY 12207-Insurance Agent-Agent-2/2016-160 hrs/mth-100% during trading hrs-Provides insurance advice to clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-02-28
• S63 Uniform Securities Agent State Law Examination
  2013-12-05

Other Names

• Jospeh N Macaluso
• Joseph N Macaluso