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Melvin Jonathan Iii Severance

CURBSTONE FINANCIAL MANAGEMENT CORPORATION·MANCHESTER, New Hampshire
SIE, Series 7, Series 63CFPClean record28 years registeredCURBSTONE FINANCIAL MANAGEMENT CORPORATION
741 CHESTNUT STREET, MANCHESTER, NH 03104-3002CRD# 1281226Firm CRD# 13348

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melvin Jonathan Iii Severance · MANCHESTER, NH
Registration
CRD #1281226 · CURBSTONE FINANCIAL MANAGEMENT CORPORATION · 28 years registered
Brand Profile
Not yet started
01

Career History

CURBSTONE FINANCIAL MANAGEMENT CORP.
Dec 1997 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · December 19, 1997
Years registered · 28
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CURBSTONE FINANCIAL MANAGEMENT CORPORATION
CRD 13348 · SEC 801-67354
AUM
$372M
Regulatory assets under management
Employees
9
598 client accounts
Services offered by CURBSTONE FINANCIAL MANAGEMENT CORPORATION
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CURBSTONE FINANCIAL MANAGEMENT CORPORATION →
Introduction

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Frequently Asked Questions

What services does Melvin Jonathan Iii Severance offer?
Melvin Jonathan Iii Severance specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MANCHESTER, New Hampshire for a consultation.
What are Melvin Jonathan Iii Severance's credentials?
Melvin Jonathan Iii Severance holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Melvin Jonathan Iii Severance located?
Melvin Jonathan Iii Severance is based in MANCHESTER, New Hampshire, working with CURBSTONE FINANCIAL MANAGEMENT CORPORATION. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Melvin Jonathan Iii Severance charge for services?
Melvin Jonathan Iii Severance's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CURBSTONE FINANCIAL MANAGEMENT CORPORATION?
CURBSTONE FINANCIAL MANAGEMENT CORPORATION has approximately 9 employees and manages $372M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Thomas Mott Iv Lewry
MANCHESTER, NH

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