Partner · PFS Signature Wealth
William L. Mehserle
CRD 5353403 · Named on Form ADV at one SEC-registered adviser
At a glance
PFS Signature Wealth, an SEC-registered asset manager based in Tampa, FL with $0 in regulatory assets, lists William L. Mehserle on its Form ADV as Partner, a control person.
Firms and roles
- PFS Signature WealthPartnerAsset manager · Tampa, FL · $0M in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Jon D. PellecchiaChief Executive Officer & Partner, PFS Signature Wealth
- Anne P. BuckleyChief Compliance Officer, PFS Signature Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.