Severn Financial Advisors, LLC

Severn Financial Advisors, LLC (CRD# 121625) is a financial advisory firm headquartered in Annapolis, MD. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Severn Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Stephen I. James
CRD#: 1609025
1610 West Street, Suite 105, Annapolis, MD 21401
96
Wealthminder
score

Stephen James (CRD# 1609025) is an Investment Advisor Representative working at Severn Financial Advisors, LLC in Annapolis, MD and has over 28 years of experience in the finance industry. Stephen James has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven M. Roth
CRD#: 1922301
1610 West Street, Suite 105, Annapolis, MD 21401
93
Wealthminder
score

Steven Roth (CRD# 1922301) is an Investment Advisor Representative working at Severn Financial Advisors, LLC in Annapolis, MD and has over 27 years of experience in the finance industry.

3
Patrick S. Hutchinson
CRD#: 6286539
1610 West Street, Suite 105, Annapolis, MD 21401
88
Wealthminder
score

Patrick Hutchinson (CRD# 6286539) is an Investment Advisor Representative working at Severn Financial Advisors, LLC in Annapolis, MD and has over 2 years of experience in the finance industry.

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