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Todd Michael Seymour

PERSONALIZED FINANCIAL SOLUTIONS LLC·CLEARWATER, Florida
PERSONALIZED FINANCIAL SOLUTIONS LLC
28163 US HIGHWAY 19 NORTH, CLEARWATER, FL 33761CRD# 3249733Firm CRD# 306475

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Todd Michael Seymour · CLEARWATER, FL
Registration
CRD #3249733 · PERSONALIZED FINANCIAL SOLUTIONS LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Todd Michael Seymour is a registered financial advisor based in CLEARWATER, Florida, affiliated with PERSONALIZED FINANCIAL SOLUTIONS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PERSONALIZED FINANCIAL SOLUTIONS LLC
PERSONALIZED FINANCIAL SOLUTIONS LLC
AUM
$109M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PERSONALIZED FINANCIAL SOLUTIONS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3249733
Firm CRD# 306475
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Todd Michael Seymour offer?
Todd Michael Seymour specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in CLEARWATER, Florida for a consultation.
What are Todd Michael Seymour's credentials?
Todd Michael Seymour is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Michael Seymour located?
Todd Michael Seymour is based in CLEARWATER, Florida, working with PERSONALIZED FINANCIAL SOLUTIONS LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does Todd Michael Seymour charge for services?
Todd Michael Seymour's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PERSONALIZED FINANCIAL SOLUTIONS LLC?
PERSONALIZED FINANCIAL SOLUTIONS LLC has approximately 4 employees and manages $109M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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