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Sevey Wealth Advisors CRD 324450
$846.5K regulatory AUM 21 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-05 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-30 |
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