Unclaimed Profile

Timothy David Gacsy

PRIVATE CLIENT SERVICES, LLC·LOUISVILLE, Kentucky

SIE, Series 27, Series 65, Series 99Clean record15 years registeredPRIVATE CLIENT SERVICES, LLC

2225 LEXINGTON ROAD, LOUISVILLE, KY 40206CRD# 5863195Firm CRD# 120222

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy David Gacsy · LOUISVILLE, KY

Registration

CRD #5863195 · PRIVATE CLIENT SERVICES, LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRIVATE CLIENT SERVICES, LLC

TURNING POINT FINANCIAL

Jan 2011 – Oct 2011

CHARLOTTE, NC

TURNING POINT FINANCIAL

Dec 2010 – Dec 2010

TEGA CAY, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 27

Series 65

Series 99

Registration record

First registered · December 17, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRIVATE CLIENT SERVICES, LLC

CRD 120222 · SEC 801-71475

AUM

$846M

Regulatory assets under management

Employees

2,890 client accounts

Services offered by PRIVATE CLIENT SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PRIVATE CLIENT SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Timothy David Gacsy offer?

Timothy David Gacsy specializes in Financial Planning, Investment Management, Wealth Management.

What are Timothy David Gacsy's credentials?

Timothy David Gacsy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy David Gacsy located?

Timothy David Gacsy is based in LOUISVILLE, Kentucky, last registered with PRIVATE CLIENT SERVICES, LLC.

How does Timothy David Gacsy charge for services?

Timothy David Gacsy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE CLIENT SERVICES, LLC?

PRIVATE CLIENT SERVICES, LLC has approximately 60 employees and manages $846M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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