Adviser and broker representative · Pks Advisory Services, LLC
Roya Yeroshalmi
CRD 2926628 · Beverley Hills, CA
At a glance
Roya Yeroshalmi is an investment adviser representative with Pks Advisory Services, LLC in Beverley Hills, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Roya’s SEC record dates to 2016, about 10 years ago. Roya is also registered as a broker representative.
Current advisory firm
- Pks Advisory Services, LLCSince July 2016Beverley Hills, CA · $1.1B in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Roya’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.