Severin Investments LLC- Financial Advisor Clearwater, FL

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About Severin Investments, LLC

Severin Investments LLC is an independent money management firm serving individuals and institutions across the United States. We pride ourselves in providing our clients with unparalleled customer service. Our actively managed portfolios of stocks, bonds, and ETFs are different from the mutual funds and passive investments that most people are presented with when speaking to an advisor. We offer a wide variety of diversified portfolios to meet your risk tolerance and investment goals. We also offer financial planning and estate planning to help you leave a legacy for your family. Make an appointment with a Severin Investments representative today to learn more about how a diversified portfolio of stocks, bonds, and ETFs can help you reach your financial goals!

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General Information

Firm Start Year

2003

No. of Employees

automated call

Firm CRD#

166567

Name of Custodial Firm

Charles Schwab and Goldman

States Licensed in

SEC Registered

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Legal Advice and Services, Financial Planning for Businesses

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Securities Licenses

Series 65, Series 66

Firm Information

Firm's Number of Clients

Firm's Number of Managed Clients

Assets Managed by Firm

145,000,000.00

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$121,000,000.00

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000.00

Compensation Methods

Based on Assets, Flat Fee

Additional Details on Charges

Fee Charges vary based on relationship size and client needs.

Minimum Fee Charged for Flat Fee Accounts

$1,500.00

Education

MBA - Finance

Americas
June 1997 -November 2000

Juris Doctor - Law

Washington University in St. Louis
08/20/2019 -05/02/2022

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://adviserinfo.sec.gov/firm/summary/166567

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1816039/paladinregistry-Severin-Investments,-LLC-detailed-disclosure.html

Disclaimer

Securities and Insurance Products: Not Insured by FDIC or any Government Agency > May Lose Value >Not a Deposit of or Guaranteed by the Bank or any Bank affiliate. Investment products and services are offered through Severin Investments LLC, a registered investment adviser.

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Severin Investments, LLC