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Member · PKS Investment Advisors LLC

Genevee G. Lekites

CRD 5711953 · Named on Form ADV at one SEC-registered adviser

At a glance

PKS Investment Advisors LLC, an SEC-registered wealth manager based in Salisbury, MD with $367 million in regulatory assets, lists Genevee G. Lekites on its Form ADV as Member.

Firms and roles

AtlasMembers

Genevee’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Daniel M. O'ConnellManaging Partner / President/chief Compliance Officer, PKS Investment Advisors LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Genevee’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.