| Name | Title | Ownership | Since |
|---|---|---|---|
| Anne Paul Buckley | Chief Compliance Officer | Under 5% | 2026 |
| Jon David Pellecchia Control | Chief Executive Officer & Partner | 50-75% | 2026 |
| William Lee Mehserle Control | Partner | 25-50% | 2026 |
Pfs Signature Wealth LLC reports 7 employees.
Pfs Signature Wealth LLC is based in Tampa, FL and has been SEC-registered since 2026.
Pfs Signature Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1405 W Swann Ave, Tampa, FL 33606 |
| Phone | 877-642-6110 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |