G. Robin Wells

Pks Advisory Services, LLC

6 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Pks Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

45 advisors

Number of Clients

4,416 clients

Average Client Portfolio

$205K average

Assets Under Management

$905.4M

Fee Structure

Financial Planning:Included in AUM fee

Location

2 Pine St, New Canaan, CT, 06840

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Pks Advisory Services, LLC

August 2025 - Present · 6 mos

Purshe Kaplan Sterling InvestmentsBroker

August 2025 - Present · 6 mos

Previous Registrations

Merrill Lynch, Pierce, Fenner & Smith Incorporated

April 2019 - September 2025 · 6 yrs 5 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

March 2019 - September 2025 · 6 yrs 6 mos

State Registrations6 states

CTILMINJNYWA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.