PERSONALIZED FINANCIAL SOLUTIONS LLC of CLEARWATER, FL is an SEC-registered investment adviser (CRD 306475). Regulatory assets under management: $142.6M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Todd Michael Seymour | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| SEYMOUR TODD MICHAEL | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |