PWA Securities, LLC

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
35
Avg account
$0

Firm details

Headquarters
Fort Lauderdale, Florida
CRD number
321974
Registered since
March 10, 2023

Firm profile

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Overview

PWA Securities, LLC is organized as a limited liability company and is listed as an SEC-registered adviser with registration recorded in 2023. Ownership is described as a combination of a domestic entity and an individual. The firm's registration is recorded as "unclassified," and available records do not position it as a capital allocator or as an affiliated/related adviser. On policy and service posture, PWA Securities does not identify itself as an active ESG investor, does not operate as a multi-state adviser, and is not indicated to provide pension consulting services. Public disclosures are sparse: the firm has not provided detail on its advisory activities, fee schedule, or client segments in the source record.

Assets & Accounts

Investments & Alternatives

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 30
  • 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

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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