PERSONALIZED FINANCIAL SOLUTIONS LLC
CRD #306475 SEC #801-131695 CLEARWATER, FL 727-754-4401
SEC Registered Disclosures
Total AUM
$109.4M
Discretionary
$100.9M
Employees
4
Clients
25
Accounts
443
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| SEYMOUR, TODD, MICHAEL | I | MANAGING MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 28, 2025 REGISTERED
Notice Filings (1)
FL
Address
28163 US HIGHWAY 19 NORTHSUITE 205
CLEARWATER, FL 33761
United States
Phone: 727-754-4401