PFS SIGNATURE WEALTH LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 342913).
Compensation: % of AUM, Commissions.
Clients served: High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| William Lee Mehserle | PARTNER | — |
| Jon David Pellecchia | CHIEF EXECUTIVE OFFICER & PARTNER | — |
| Anne Paul Buckley | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |