Sean Sevey, financial advisor Austin TX

Sean Sevey

CRD Number: 4248369
Current Firm: Sevey Wealth Advisors

Sean Sevey (CRD# 4248369) is an Investment Advisor Representative working at Sevey Wealth Advisors in Austin, TX and has over 23 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Sevey Wealth Advisors, LLC Austin, TX Nov 2022 - Current 1
Charles Schwab & Company, Inc. Austin, TX Aug 2005 - Dec 2022 17
Charles Schwab Bank Austin, TX Aug 2005 - Dec 2022 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S66 NASAA Uniform Combined State Law Examination May 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Sean M. Sevey
Phone Number: 512.647.8886
Registered State(s):
  • TX
Current Firm Details
Sevey Wealth Advisors
Firm's CRD Number: 324450
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Other
Types of Clients
Registered States

TX

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