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Jeffrey Severin

Severin Investments LLC
33 Years of Experience
Clearwater, FL
1 DisclosureSells Insurance
View SEC Summary
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Jeffrey Severin is a registered investment advisor at Severin Investments LLC, based in Clearwater, FL, with 33 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 235 clients with $140M in assets under management.

Severin Investments LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
235 clients
Average Client Portfolio
$604K average
Assets Under Management
$141.9M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1.0M - $5.0M1.10%
$5M+1.10%

Fees for accounts over $5 million are negotiable. Non-discretionary accounts have a maximum administration fee of 1.95%. Minimum annual household fee is $1,500.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

28100 Us Hwy 19 North, Suite 311, Clearwater, FL, 33761

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
April 2001
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is associated with Severin Investments, LLC, an insurance agency, dedicating minimal time during securities trading. He also leases automobiles to Severin Investments, which is not investment-related and requires no time commitment.

Employment History
Current Registrations
Severin Investments LLC
August 2013 - Present · 13 yrs 2 mos
Previous Registrations
LPL Financial LLC
August 2013 - December 2013 · 4 mos
LPL Financial LLC
July 2013 - July 2013 · 0 mos
LPL Financial LLCBroker
July 2013 - January 2017 · 3 yrs 6 mos
Wells Fargo Advisors Financial Network, LLC
August 2003 - July 2013 · 9 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2003 - July 2013 · 9 yrs 11 mos
UBS Financial Services INC.
May 2001 - September 2003 · 2 yrs 4 mos
UBS Financial Services INC.Broker
April 2001 - September 2003 · 2 yrs 5 mos
Signator Investors, INC.Broker
September 1993 - May 2001 · 7 yrs 8 mos
John Hancock Mutual Life Insurance CompanyBroker
September 1993 - May 1997 · 3 yrs 8 mos
State Registrations3 states
FLMOTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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