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Steven Matthew Dolinski

Investment Adviser Representative at PKS Advisory Services, LLC

Auburn Hills, MICRD #7145148Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Steven Matthew Dolinski is an investment adviser representative with PKS Advisory Services, LLC in Auburn Hills, MI, where they have been registered since 2020. They have worked in the securities industry since 2019 and were previously registered with Michigan Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Michigan, Texas
Broker:
10 states and territories

Arizona, California, Florida, Illinois, Michigan, Minnesota, Ohio, South Carolina, Texas, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/24/2020
Series 7
General Securities Representative Examination
Passed 10/4/2019
SIE
Securities Industry Essentials Examination
Passed 8/2/2019

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

PKS Advisory Services, LLCCurrent
6/15/2020 – Auburn Hills, MI
Michigan Advisors, Inc
1/24/2020 – 7/15/2020Auburn Hills, MI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Community North Hospital
    Jan 2017 – Jun 2017Indianapolis, IN
  2. AMN Healthcare
    Aug 2017 – Nov 2018Detroit, MI
  3. Detroit Receiving Hospital
    Nov 2018 – no end date reportedDetroit, MI
  4. Michigan State University
    Aug 2012 – Dec 2016E. Lansing, MI
  5. Michigan Securities, Inc.
    Aug 2019 – Jun 2020Southfield, MI
  6. Michigan Advisors, Inc.
    Oct 2019 – Jun 2020Southfield, MI
  7. Purshe Kaplan Sterling Investments
    Jun 2020 – no end date reportedAlbany, NY
  8. PKS Advisory Services, LLC
    Jun 2020 – no end date reportedAlbany, NY

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About PKS Advisory Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Wealth management, portfolio management, and financial integration services including personalized financial planning, active investment management, and complimentary portfolio reviews.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Wealth ManagementPortfolio ManagementFinancial PlanningActive ManagementRetirement PlanningHuman-centric InvestingInvestment Advisory

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
49
Offices listed on AdvisorFinder:
12
Main office:
Albany, NY
SEC file number:
801-62147

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 29, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Steven Matthew Dolinski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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