Christopher Soltis is a CFP-designated registered investment advisor at Pks Advisory Services, LLC, based in Spring Lake, NJ, with 19 years of industry experience. Christopher 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
Spring Lake, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Christopher is a partner in Enjoy the Band, LLC, a live music entertainment business, and spends about 10-20% of his time as a musician. He also works as an author, dedicating minimal time to marketing and sales of his book.
Employment History
Current Registrations
Pks Advisory Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Metlife Investors Distribution CompanyBroker
Tower Square Securities, INC.Broker
Walnut Street Securities, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Woodstock Financial Group, INC.
Woodstock Financial Group, INC.Broker
1717 Capital Management CompanyBroker
State Registrations4 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.