Casimir Seweryn, financial advisor Philadelphia PA

Casimir Seweryn

CRD Number: 2436217
Current Firm: Advice And Planning Services

Casimir Seweryn (CRD# 2436217) is an Investment Advisor Representative working at Advice And Planning Services in Philadelphia, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Philadelphia, PA Feb 2020 - Current 1
Tiaa-cref Individual & Insittiutonal Services, LLC Philadelphia, PA Feb 2020 - Current 1
Emoney Advisor Radnor, PA Mar 2019 - Feb 2020 < 1
Vanguard Advisers Inc. Malvern, PA Sep 2018 - Mar 2019 < 1
Vanguard Marketing Corporation Malvern, PA Sep 2018 - Mar 2019 < 1
The Vanguard Group, Inc. Malvern, PA Sep 2018 - Mar 2019 < 1
Tiaa Philadelphia, PA May 2010 - Sep 2018 8
Tiaa-cref Individual & Insittiutonal Services, LLC Philadelphia, PA May 2010 - Aug 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1997
S66 NASAA Uniform Combined State Law Examination May 2004
Contact Info for Casimir M. Seweryn
Phone Number: 212-490-9000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    36,394
    MILLIONS
  • Total Number of Accounts
    78,786
    ACCOUNTS
  • Average Account Value
    $461,934
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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