Unclaimed Profile

Douglas James Lagerstrom

PRIVATE WEALTH SOLUTIONS, LLC·WOODLAND HILLS, California

SIE, Series 7, Series 24, Series 63, Series 65, Series 79TO27 years registeredPRIVATE WEALTH SOLUTIONS, LLC

5850 CANOGA AVENUE, WOODLAND HILLS, CA 91367CRD# 2177433Firm CRD# 289437

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Douglas James Lagerstrom · WOODLAND HILLS, CA

Registration

CRD #2177433 · PRIVATE WEALTH SOLUTIONS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

PRIVATE WEALTH SOLUTIONS, LLC

Sep 2017 – present

KOVACK ADVISORS, INC.

Sep 2008 – Oct 2017

WOODLAND HILLS, CA

BROOKSTREET CAPITAL MANAGEMENT

Aug 1998 – Jun 2007

WOODLAND HILLS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 79TO

Registration record

First registered · August 19, 1998

Years registered · 27

Disclosure History

2017Customer Dispute·Closed-No Action

2014Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PRIVATE WEALTH SOLUTIONS, LLC

CRD 289437 · SEC 801-111072

AUM

$359M

Regulatory assets under management

Employees

912 client accounts

Services offered by PRIVATE WEALTH SOLUTIONS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRIVATE WEALTH SOLUTIONS, LLC →

Introduction

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Frequently Asked Questions

What services does Douglas James Lagerstrom offer?

Douglas James Lagerstrom specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODLAND HILLS, California for a consultation.

What are Douglas James Lagerstrom's credentials?

Douglas James Lagerstrom is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Douglas James Lagerstrom located?

Douglas James Lagerstrom is based in WOODLAND HILLS, California, working with PRIVATE WEALTH SOLUTIONS, LLC. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.

How does Douglas James Lagerstrom charge for services?

Douglas James Lagerstrom's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRIVATE WEALTH SOLUTIONS, LLC?

PRIVATE WEALTH SOLUTIONS, LLC has approximately 2 employees and manages $359M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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