Professional Advisory Services, based in Vero Beach, FL, is ranked No. 56 on the 2023 CNBC Financial Advisor 100 list. The firm also appeared on last year's FA 100 list.
Total AUM: $1B
Years in Business:Â 46
Accounts Under Management: 1,169
Previous appearances on FA 100 List:Â 1 (No. 15 in 2022)
Principals:
David Jaffe, President & Director
Carol Bieber, Vice President, Director, Secretary & Treasurer
Contact:
2770 Indian River Boulevard, Suite 204, Vero Beach, FL 32960
(772) 778-0552
