PWA Securities, LLC

Broker-DealerFINRA Member
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 is identified in filings as owned by a mix of a domestic entity and an individual. The firm's public classification is listed as "unclassified." Filings indicate it does not describe itself as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state adviser, pension consultant, or related adviser. Available disclosures provide very little about the firm's core business lines. There are no details on advisory activities, fee arrangements, or a defined client base in the records reviewed, leaving the firm's primary operating model and service focus unclear from public sources.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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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