Dino Macaluso
Dino Macaluso is a registered investment advisor at Pks Advisory Services, LLC, based in Albany, NY, with 39 years of industry experience. Dino operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 4,416 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PKS Advisory Services provides investment management for an annual fee based on the value of your investments. The fee can be up to 2.75% and varies depending on the amount you invest, the type of services you need, and the experience of the advisor. This fee does not include brokerage commissions or other transaction costs.
Location
80 State Street, Albany, NY, 12207
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2009Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Dino is a registered investment advisor representative at PKSA (PKS Advisory). He is also an insurance agent selling and servicing fixed life insurance and annuity contracts through PKS Financial since 1997.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Shearson Lehman Hutton INC.Broker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.