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!

Firm Start Year

2003

No.of Employees

5-9

CRD#

166567

Firm CRD#

166567

Insurance License#

PR235493

Name of Custodial Firm

TD Ameritrade, LPL Financial, Folio Instituional

States Licensed in

SEC Registered

Years of Experience in Financial Services

27

Number of Years with Current Firm

8

Work Experience

Jeffrey Severin, President of Severin Investments has been assisting investors for the past 27 years. Mr. Severin started his career as a Registered Investment Advisor Representative with John Hancock Financial Services and moved into advising individuals as Vice President of Investments at UBS-PaineWebber.

His undergraduate degree is in Finance and he has earned his MBA.

Severin Investments is a financial firm providing comprehensive financial services for investors. Our services include wealth preservation, investment management and selection, long term care planning, estate planning, and conservatorship and trustee services. To learn more about Severin Investments to www.severinfinancialgroup.wfadv.com

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

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

Investment Types

Bonds, Stocks, Exchange Traded Funds (ETFs), International Investments

Can meet clients in the following ways

Your Office, Our Offices, Our Office, Your Home, Video Conference, Via Email, Via Phone

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Certifications, Accreditations & Designations

MBA

Securities Licenses

Series 65

Insurance and Annuity Licenses

Health, Life

Firm's Number of Clients

600

Firm's Number of Planning Clients

600

Firm's Number of Managed Clients

600

Assets Managed by Firm

100,000,000

Advisor's Number of Clients

600

Advisor's Number of Managed Clients

600

Advisor's Number of Planning Clients

600

Assets Managed by Advisor

$121,000,000.00

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000.00

Compensation Methods

Flat Fee

Additional Details on Charges

Fee Charges vary on account size.

Minimum Fee Charged for Flat Fee Accounts

$1,500.00

MBA - Finance

Americas
June 1997 - November 2000

https://www.adviserinfo.sec.gov/IAPD/Content/Co mmo n/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=514952

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.