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Todd Michael Seymour

CRD 3249733  ·  Personalized Financial Solutions LLC  ·  Clearwater, FL

IA RegisteredRegistration inactive

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration
Inactive
Investment adviser registration
Active
Exams passed
Not yet retrieved from the source record
Registered states
Not yet retrieved from the source record
Years in the industry
Not yet retrieved from the source record
Professional designations
Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 3249733 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm
Personalized Financial Solutions LLC
Firm CRD
306475
SEC number
801-131695
Assets under management
$142.6M as of Jan 21, 2026
Website
www.pfsinvest.com ↗
Phone
727-754-4401
Firm location
Clearwater, FL, 33761

Employment history (1)

From the source registration record · current first

Source & corrections

Where this page comes from

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