PWA Securities, LLC
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 321974
- Registered since
- March 10, 2023
- Website
- www.provwealth.com
Firm profile
FINTRXOverview
PWA Securities, LLC is organized as a limited liability company and appears in FINTRX as having SEC registration in 2023. The firm's ownership is listed as a mix of a domestic entity and an individual, and FINTRX classifies it as "unclassified." The snapshot indicates the firm is not a capital allocator, does not position itself as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. FINTRX does not provide details on the firm's business activities, advisory services, fee structure, or client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 5Peter Mottek
Chief Executive Officer and PresidentCRD 2639052

Sherry Varrelman
Chief Growth OfficerCRD 1226136
Todd Moll
Director & Chief Investment OfficerCRD 2134560
Contacts
3 of 29
Hedieh Eghdam
Financial PlanningCRD 7719261

Lisa Donelson
Compliance and Operations ManagerCRD 2248926

Alan Kravec
Compliance OfficerCRD 1530271
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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