Todd Michael Seymour
Investment adviser representative at Personalized Financial Solutions LLC
12 yearsExperience
1 stateRegistered in
$142.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Personalized Financial Solutions LLCFeb 2021 to now
- Tax and Trust Management Services, LLCFeb 2017 to now
- Raymond James Financial Services, IncFeb 2017 to Nov 2020
- Steward Partners Investment Advisory, LLCFeb 2017 to Nov 2020
- Morgan Stanley Private Bank, National AssociationJan 2015 to Feb 2017
- Morgan StanleyFeb 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Personalized Financial Solutions LLC
$142.6MAssets managed
144Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3249733
- Firm CRD
- 306475