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 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
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 30Hedieh 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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