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Sean Norris Severson

Withum Wealth Management

Red Bank, NJ

CRD 7252621

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Employer firm

Withum Wealth Management CRD 158332

$2.34B regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Withum Wealth Management

47 Reckless Place, Red Bank, NJ 07701 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-01-05
  • NJ RA
    APPROVED
    Since 2026-01-05

Branch Locations

47 Reckless Place, Red Bank, NJ 07701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
College Of The Holy Cross Worcester MA 08/2015 05/2019
Fidelity Investments Smithfield RI 06/2019 04/2022
Withum Wealth Management Red Bank NJ 05/2022 Present
  • 08/2015 → 05/2019
    College Of The Holy Cross
    Worcester, MA
  • 06/2019 → 04/2022
    Fidelity Investments
    Smithfield, RI
  • 05/2022 → Present
    Red Bank, NJ
Designations
  • Chartered Financial Analyst
Other Names
  • Sean Norris Severson
  • Sean Severson

View on SEC IAPD

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