Rockville, MD Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Private Client Services, LLC
Multi-team
Firm-wide stats for Private Client Services, LLC
About
Private Client Services (PCS) is an SEC‑registered independent investment adviser serving a broad mix of individuals (including high‑net‑worth clients), families, trusts, pension plan sponsors, corporations, and charitable organizations. The firm offers financial planning, consulting, and portfolio management delivered through a network of investment adviser representatives and multiple advisory platforms.
PCS uses a discovery‑driven process that emphasizes risk profiling and tailored platform selection; IARs recommend and implement strategies across proprietary Private Wealth Management, Advisor Model Portfolios, an Investment Model marketplace, directly held American Funds F2 share accounts, and third‑party asset manager (TPAM) programs. Unlike many large peers, a majority of PCS’s AUM was managed on a non‑discretionary basis in 2025 (59.39% non‑discretionary vs. 40.61% discretionary), so many clients retain prior approval over individual trades or allocation changes.
What differentiates PCS from many enterprise‑scale firms is its combination of broker‑dealer activity and an adviser model: PCS is also a FINRA‑member broker/dealer and its supervised persons may provide commission‑based brokerage in addition to advisory services, a structural feature that is relatively uncommon among peers. The firm also maintains an employee ownership component, leverages third‑party model and OCIO relationships (including automated model implementation via Orion and OCIO oversight), and offers held‑away management tools (e.g., Pontera) for non‑custodied retirement assets, giving clients a wide set of implementation options.
Based on Private Client Services, LLC
Expertise
Based on Private Client Services, LLC
Location
1451 Rockville Pike, Ste 250
Rockville MD 20852
Advisors at this office
2
Advisors at this office
Sharon I
Series 63, Series 65
Rockville, MD
Private Client Services, LLC
Sharon Ifrach is a financial advisor with Private Client Services, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Bright Futures Wealth Management, LLC and Cetera Advisors LLC. Outside of advising, she operates a part-time business consulting firm focused on improving small business operations efficiency. Private Client Services is a multi-team SEC-registered advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm employs a structured discovery and risk-profiling process to develop investment strategies and offers multiple implementation platforms, managing approximately $1.05 billion across more than 3,200 client accounts.
Jeffrey D S
ChFC®, Series 63, Series 65
Rockville, MD
Private Client Services, LLC
Jeffrey D. Smith is a financial advisor with Private Client Services, LLC in Rockville, MD, holding the ChFC® designation and Series 63 and 65 licenses. He has 23 years of industry experience and has worked at Private Client Services since 2020, with previous roles at Bright Futures Wealth Management, Cetera Advisors, and Brightline Financial. Outside of his advisory work, he serves as treasurer for a girls’ competitive gymnastics team parent association and acts as an expert witness for a legal firm. Private Client Services is a multi-team advisory firm serving individuals, families, high-net-worth clients, trusts, estates, charitable organizations, pension plan sponsors, and businesses. The firm offers financial planning, consulting, and portfolio management through a network of approximately 50 advisors and employs a structured discovery and risk-profiling process to develop customized investment strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)