Client Login

Phone: (518) 689-3577

Use this link to log on and see your managed accounts that begin with”6″ and separately managed (accounts that have a named sub-manager). This will bring you to the Fidelity.com site for access.

Orion Login

Use this link to log in to Orion and access your client document vault, view performance reports, Fidelity accounts and Financial Planning details.

PKS Login

Use this link to log on and see your brokerage accounts custodied with NFS that begin with “PKS” or “RXM”.

Office Location:
20 Corporate Woods Blvd.
4th Floor
Albany, NY 12211

Check the background of this financial professional on FINRA's BrokerCheck
Advisory Services offered through AlbanyAdvisor Group, LLC, a Registered Investment Advisor. Securities offered through Purshe Kaplan Sterling Investments Inc. (“PKS”), Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY12207.
PKS and AlbanyAdvisor Group are not affiliated companies.

FINRA SIPC

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and AlbanyAdvisor Group, LLC are not affiliated companies. Investments through PKS or RIA are: NOT FDIC INSURED NOT BANK GUARANTEED MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL NOT INSURED BY ANY STATE OR FEDERAL AGENCY