BS
BS

Brian Severin

25 Years of Experience
New York, NY

Brian Severin is a registered investment advisor at Bqs Financial Advisors, LLC, based in New York, NY, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 16 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
16 clients
Average Client Portfolio
$10.3M average
Assets Under Management
$165.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

BQS Financial Advisors offers ongoing asset management services based on your individual goals and risk tolerance. The fees are negotiable but generally do not exceed 1.25% of the value of your account. You can cancel the agreement with 30 days' written notice.

Loading...

Location

575 Fifth Avenue, 14th Floor, New York, NY, 10017

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Bqs Financial Advisors, LLC
June 2025 - Present · 11 mos
Previous Registrations
Mutual of America Securities LLCBroker
February 2000 - October 2024 · 24 yrs 8 mos
Mutual of America Life Insurance CompanyBroker
February 2000 - November 2020 · 20 yrs 9 mos
Pruco Securities CorporationBroker
October 1999 - November 1999 · 1 mo
State Registrations4 states
AZCANJNY
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.