PWA SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
35
Avg account
$0

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
321974
Registered since
March 10, 2023

Firm profile

FINTRX

Overview

PWA Securities, LLC is organized as a limited liability company and shows an SEC registration date of 2023. The firm’s ownership is listed as a mix of a domestic entity and an individual. The snapshot classifies the firm as unclassified and provides limited detail about its advisory activities or fee structure. The firm is not flagged as a capital allocator and is identified as not being an active ESG investor. Additional snapshot flags indicate it is not designated as a multi-state adviser, not a pension consultant, and not a related adviser. Several standard profile fields (advisory activities, business activities, client base) are not populated in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • PETER MOTTEK

    Chief Executive Officer and PresidentCRD 2639052

  • SHERRY VARRELMAN

    Chief Growth OfficerCRD 1226136

  • TODD MOLL

    Director & Chief Investment OfficerCRD 2134560

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Contacts

3 of 30
  • Hedieh Eghdam

    Financial PlanningCRD 7719261

  • LISA DONELSON

    Compliance and Operations ManagerCRD 2248926

  • ALAN KRAVEC

    Compliance OfficerCRD 1530271

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Fort Lauderdale, FL

BROWARD

Location

Fort Lauderdale, FL

Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
BROWARD
Address
200 E Las Olas Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth