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RP

Robert N. Polackwich

PROFESSIONAL ADVISORY SERVICES
VERO BEACH, FL 32960
Some features on this profile are disabled
CRD#: 4584978
RP

Professional summary

Robert Nathan Polackwich is a registered financial advisor currently at PROFESSIONAL ADVISORY SERVICES INC located in Vero Beach, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Nathan Polackwich's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 21, 2002 - Present

PROFESSIONAL ADVISORY SERVICES INC

Office #1: 2770 Indian River Blvd #204, Vero Beach, FL 32960
RIA
CRD#: 105397
VERO BEACH, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PROFESSIONAL ADVISORY SERVICES INC
PROFESSIONAL ADVISORY SERVICES INC

CRD#: 105397 / SEC#: 801-14090

RIA
Registered Investment Advisory firm - (10/11/1978 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(4/13/2016)
IAR
Florida
(3/21/2002)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/5/2001
Uniform Investment Adviser Law Examination

Current Firm

PA
PROFESSIONAL ADVISORY SERVICES INC
PROFESSIONAL ADVISORY SERVICES INC

CRD#: 105397 / SEC#: 801-14090

RIA
Registered Investment Advisory firm - (10/11/1978 Approved)
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Contact information

Main Address
2770 Indian River Blvd Suite 204, Vero Beach, FL 32960
Mailing Address
Phone number
(772) 778-0552
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (15 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PROFESSIONAL ADVISORY SERVICES 2023 ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts1,245
AUM (Assets Under Management)$ 1,201,355,718

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PROFESSIONAL ADVISORY SERVICES INC

CRD#: 105397Vero Beach, FL 32960

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