Best Investors Account Sign in
Inactive

Sean Michael Sevey

Sevey Wealth Advisors

Austin, TX

Claim This Profile
Current Employers
Sevey Wealth Advisors

Austin, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-01-05
  • TX RA
    APPROVED
    Since 2023-01-05

Branch Locations

Austin, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Austin TX 08/2005 12/2022
Charles Schwab Bank Austin TX 08/2005 12/2022
Sevey Wealth Advisors, Llc Austin TX 11/2022 Present
  • 08/2005 → 12/2022
    Charles Schwab & Co., Inc.
    Austin, TX
  • 08/2005 → 12/2022
    Charles Schwab Bank
    Austin, TX
  • 11/2022 → Present
    Sevey Wealth Advisors, Llc
    Austin, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-05-28
S63 Uniform Securities Agent State Law Examination 2000-09-30
  • S66 Uniform Combined State Law Examination
    2002-05-28
  • S63 Uniform Securities Agent State Law Examination
    2000-09-30

View on SEC IAPD

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor