PWA Securities, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
34
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 appears in securities filings as an SEC-registered adviser with a registration year of 2023. FINTRX lists the owner type as a mix of a domestic entity and an individual and classifies the firm as unclassified. The firm has not supplied public descriptions of its core business or advisory activities, and FINTRX shows no stated client segments or fee schedule. FINTRX flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. It is also not listed as a multistate adviser on the FINTRX snapshot, and other affiliations or industry activities were not provided.

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

    Peter Mottek

    Chief Executive Officer and PresidentCRD 2639052

  • Sherry Varrelman

    Sherry Varrelman

    Chief Growth OfficerCRD 1226136

  • Todd Moll

    Todd Moll

    Director & Chief Investment OfficerCRD 2134560

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Contacts

3 of 29
  • Hedieh Eghdam

    Hedieh Eghdam

    Financial PlanningCRD 7719261

  • Lisa Donelson

    Lisa Donelson

    Compliance and Operations ManagerCRD 2248926

  • Alan Kravec

    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