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Jeffrey John Sievers

UNIQUE WEALTH, LLC·CLEARWATER, Florida
Unclaimed Profile
311 PARK PLACE BLVD N, CLEARWATER, FL 33759CRD# 3041857Firm CRD# 312462
01

About

Jeffrey John Sievers is a registered financial advisor based in CLEARWATER, Florida, affiliated with UNIQUE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
UNIQUE WEALTH, LLC
UNIQUE WEALTH, LLC
AUM
$626M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at UNIQUE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3041857
Firm CRD# 312462
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey John Sievers offer?
Jeffrey John Sievers specializes in Financial Planning, Investment Management. Contact their office in CLEARWATER, Florida for a consultation.
What are Jeffrey John Sievers's credentials?
Jeffrey John Sievers is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey John Sievers located?
Jeffrey John Sievers is based in CLEARWATER, Florida, working with UNIQUE WEALTH, LLC. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does Jeffrey John Sievers charge for services?
Jeffrey John Sievers's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNIQUE WEALTH, LLC?
UNIQUE WEALTH, LLC has approximately 10 employees and manages $626M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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