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 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

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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