AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SV

Sherry A. Varrelman

PWA SECURITIES
West Palm Beach, FL 33401
Some features on this profile are disabled
CRD#: 1226136
SV

Professional summary

Sherry Anne Varrelman, who also goes by Sherry Anne Curtin, Sherry Curtin, Sherry Anne Pailet, is a registered financial professional currently at PWA SECURITIES, LLC located in West Palm Beach, Florida.

Sherry is registered as a RR (Registered Representative) and started their career in finance in 2008. Sherry has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Sherry Anne Curtin | Sherry Curtin | Sherry Anne Pailet

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Sherry Anne Varrelman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 23, 2026 - Present

PWA SECURITIES, LLC

Office #1: One N. Clematis Street, Suite 550, West Palm Beach, FL 33401
BD
CRD#: 321974
West Palm Beach, FL
Past

June 8, 2016 - January 26, 2024

TD PRIVATE CLIENT WEALTH LLC

RIA
CRD#: 164484
PHILADELPHIA, PA
Past

June 4, 2014 - January 26, 2024

TD PRIVATE CLIENT WEALTH LLC

BD
CRD#: 164484
PHILADELPHIA, PA
Past

July 31, 2008 - October 31, 2008

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PHILADELPHIA, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(3/23/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/7/2016
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/8/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/3/2014
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/5/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PWA SECURITIES, LLC
PWA SECURITIES, LLC

CRD#: 321974 / SEC#: , 8-70938

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
200 East Las Olas Blvd 19th Floor, Fort Lauderdale, FL 33301-2281
Mailing Address
200 East Las Olas Blvd 19th Floor, Fort Lauderdale, FL 33301-2281
Phone number
(954) 712-8888
Established
Florida since 05/04/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PWA HOLDINGS, LLCMEMBER
DONELSON, LISA ANTOINETTECOMPLIANCE OFFICER2248926
HEDIGER, LEE FREDERICKBOARD OF DIRECTORS2696174
KRAVEC, ALAN STEVENCHIEF COMPLIANCE OFFICER1530271
MOLL, TODD ANTHONYBOARD OF DIRECTORS, REGISTERED OPTIONS PRINCIPAL2134560
ROSANEL, JOSEPH PINHASFINANCIAL & OPERATIONS PRINCIPAL, PRINCIPAL FINANCIAL OFFICER6215325
SAKA, JOSEPH LESTERBOARD OF DIRECTORS7704169
SCANLAN, THOMAS JOSEPHPRESIDENT, COO, MUNI PRINCIPAL, POO3182780

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PWA SECURITIES, LLC

CRD#: 321974West Palm Beach, FL 33401

TRUST BUT VERIFY

Monitor Sherry Varrelman

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert Burns
Robert BurnsAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
Palm Beach Gardens, FL
Spencer Carpenter Iv
Spencer Carpenter IvAdvisorCheck Check Mark
TRUIST ADVISORY SERVICES, INC.
IAR
RR
WEST PALM BEACH, FL
Benjamin Jay Silberman
Benjamin SilbermanAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Palm Beach Gardens, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.