Purshe Kaplan Sterling Investments (PKS)
Financial Services • 
Roessleville, New York, United States • 101-200 Employees
Company overview
| Headquarters | Roessleville, New York, United States |
| Phone number | +18008016851 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Founded | 1993 |
| Employees | 101-200 |
| Socials |
Key Contacts at Purshe Kaplan Sterling Investments (PKS)
Frank K. Dyer
Director Of Relationship Management
John M Stern
Owner
Jason Day
Vp - Director Of Institutional Sales, Conversion & Deployment
Louis Walsh
Director Of Licensing & Contracting
Michael Carrillo
Director Of Operations
Bryan Yi
Vp Of Sales
Patrick Salazar
Executive Director Of Operations
Michael Mcgrath
Assistant Director Of Supervision
Ryan Barnett
Director Of Trading
Purshe Kaplan Sterling Investments (PKS) Email Formats
Purshe Kaplan Sterling Investments (PKS) uses 5 email formats. The most common is {first name}.{last name} (e.g., john.doe@pksinvest.com), used 38.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@pksinvest.com | 38.6% |
{first initial}{last name} | jdoe@pksinvest.com | 36.4% |
{first initial}.{last name} | j.doe@pksinvest.com | 15.9% |
{first name}{last name} | johndoe@pksinvest.com | 6.8% |
{last name}{last name} | doedoe@pksinvest.com | 2.3% |
About Purshe Kaplan Sterling Investments (PKS)
Purshe Kaplan Sterling Investments ("PKS") is a full-service broker/dealer and financial services firm headquartered in Albany, New York. The Firm traces its roots to 1993 when it began as a regional brokerage firm. PKS has grown substantially over the past decade and now has over 440 offices and more than 1200 Registered Representatives operating in a classic open architecture environment. PKS is registered with the U.S. Securities and Exchange Commission and is a member of FINRA and the Municipal Securities Rulemaking Board. PKS clears its trades through National Financial Services LLC, offering state-of-the-art products and technology to our Registered Representatives. In addition, PKS provides access to every major Investment Company, hundreds of Variable Annuity products and access to some of the top professional money managers in the country. PKS is committed to providing its Registered Representatives with the freedom to offer clients a full spectrum of investment choices. PKS does not own investment products. The absence of proprietary products coupled with unrestricted access to investment products provides our Registered Representatives with the flexibility to help you achieve your investment objectives.
Purshe Kaplan Sterling Investments (PKS) revenue & valuation
| Annual revenue | $17,800,000 |
| Revenue per employee | $162,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $57,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
Purshe Kaplan Sterling Investments (PKS) has 42 employees across 7 departments.
Departments
Number of employees
Funding Data
Purshe Kaplan Sterling Investments (PKS) has never raised funding before.
Purshe Kaplan Sterling Investments (PKS) Tech Stack
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