# PERSONALIZED FINANCIAL SOLUTIONS LLC

PERSONALIZED FINANCIAL SOLUTIONS LLC of CLEARWATER, FL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 306475
- Type: SEC-registered investment adviser
- SEC file number: 801-131695
- Location: 28163 US HIGHWAY 19 NORTH, SUITE 205, CLEARWATER, FL, 33761
- Phone: 727-754-4401
- Latest filing: 2026-01-21
- Regulatory AUM: $142.6M
- Discretionary AUM: $130.6M
- Non-discretionary AUM: $12.0M
- Clients: 4
- Accounts: 505

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Todd Michael Seymour | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| SEYMOUR TODD MICHAEL | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Disclosures (6)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306475/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306475/similar
- Related entities: https://search.stillhousedata.com/firm/306475/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306475

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.