Professional Investment Advisory Services, Inc.

Professional Investment Advisory Services, Inc. (CRD# 122136) is a financial advisory firm headquartered in Winter Park, FL. They manage $56,000,000 in 100 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $560,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL

Financial Advisors at Professional Investment Advisory Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey A. Czurak
CRD#: 1953092
Winter Park, FL
93
Wealthminder
score

Jeffrey Czurak (CRD# 1953092) is an Investment Advisor Representative working at Professional Investment Advisory Services, Inc. in Winter Park, FL and has over 27 years of experience in the finance industry.

2
Andrew F. Levitan
CRD#: 4570186
Winter Park, FL
93
Wealthminder
score

Andrew Levitan (CRD# 4570186) is an Investment Advisor Representative working at Professional Investment Advisory Services, Inc. in Winter Park, FL and has over 14 years of experience in the finance industry.

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