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 is recorded as an SEC-registered adviser with a registration year of 2023. Ownership is listed as a mix of a domestic entity and an individual, and the firm is classified as unclassified in the available dataset. The profile indicates the firm is not a capital allocator and is not identified as an active ESG investor. It is also not designated as a multi-state adviser and is not listed as a newly formed adviser. The firm has not supplied descriptive details about its client segments, fee structures, specific advisory activities, or broader business operations in the source material.
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 5
Joseph Karl
Chief Investment StrategistCRD 5478578

Thomas Scanlan
Chief Compliance Officer and Chief Operations OfficerCRD 3182780
Todd Moll
Director & Chief Investment OfficerCRD 2134560
Contacts
3 of 29
Ryan Whiteman
Financial AdvisorCRD 5826489
William Mckenna
Regional DirectorCRD 1029691

Shane Phillips
Senior Portfolio Manager, Financial AdvisorCRD 5953987
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
Similar firms
If Securities LLC
Broker-DealerFort Lauderdale, FL
Bayshore Partners, LLC
Broker-DealerFort Lauderdale, FL
Kovack Securities Inc.
Broker-DealerFort Lauderdale, FL
Sound Income Wealth, LLC
Broker-DealerFort Lauderdale, FL
LAS Olas Capital Partners, LLC
Broker-DealerFort Lauderdale, FL
Cadz Securities Inc
Broker-DealerFort Lauderdale, FL