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 with a mixed ownership structure that includes a domestic entity and an individual owner. The firm is categorized in the dataset as "Unclassified" rather than being placed into a standard advisory segment. In the snapshot data the firm is identified as not serving as a capital allocator, not positioning itself as an active ESG investor, and not operating as a multi-state adviser. It is also flagged as neither newly formed nor a pension consultant, and it is not listed as a related adviser to another registered entity. The available descriptive fields for fee structure, client base, specific business activities, and advisory scope are not populated in the source material, so there is limited public detail about the types of services or client niches PWA Securities pursues.
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
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