Donald H. Sienkiewicz

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CRD#: 7432087

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Donald Hamilton Sienkiewicz, CFP® was a registered financial professional .

Donald is a previously registered financial professional and started their career in finance in 2022. Donald had worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

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.

I am a licensed attorney and the sole Member (and Manager) of Advocates LLC, doing business under the trade name Estate Preservation & Planning, a trusts and estates law office with a primary physical office at 109 Ponemah Road, Suite 5, Amherst, New Hampshire 03031 and doing business in New Hampshire and Massachusetts. The business is not investment-related, though in my individual capacity I do serve as a trustee of one trust for which I manage the trust funds in the form of commonly-available securities (index ETFs). I founded this law practice in February 2009 and registered its trade name in February 2012. I devote approximately one hundred hours per month to this business, eighty percent of which during securities trading hours. I meet with estate planning clients, prepare and review legal instruments including trusts and wills, and supervise paralegals and other support staff. ALSO, I am, in my individual capacity, a licensed New Hampshire life insurance producer since 2020. This is not an active business. I sold two term policies to existing law clients in 2020.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Past

June 19, 2024 - July 7, 2025

PROFESSIONAL ADVISORY SERVICES INC

RIA

CRD#: 105397

VERO BEACH, FL

Past

October 13, 2022 - December 19, 2023

ADVOCATES FINANCIAL LLC

RIA

CRD#: 315986

WILTON, NH

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".

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.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

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

SEC notice filing (15 States and Territories)

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 Accounts	1,245
AUM (Assets Under Management)	$ 1,201,355,718

Red Flags

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Donald H. Sienkiewicz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PROFESSIONAL ADVISORY SERVICES INC

ADVOCATES FINANCIAL LLC

Primary Firm SEC Registration

PROFESSIONAL ADVISORY SERVICES INC

State Registrations and Notice Filings

Exams

Current Firm

PROFESSIONAL ADVISORY SERVICES INC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROFESSIONAL ADVISORY SERVICES INC

TRUST BUT VERIFY

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