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Kristopher Michael Sevcenko

DAVIDSON WEALTH MANAGEMENT LLC·MANALAPAN, New Jersey
SIE, Series 7, Series 24, Series 63, Series 65CFPClean record13 years registeredDAVIDSON WEALTH MANAGEMENT LLC
198 ROUTE 9 N, MANALAPAN, NJ 07726CRD# 4725928Firm CRD# 153227

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristopher Michael Sevcenko · MANALAPAN, NJ
Registration
CRD #4725928 · DAVIDSON WEALTH MANAGEMENT LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

DAVIDSON WEALTH MANAGEMENT LLC
Apr 2013 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · April 2, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DAVIDSON WEALTH MANAGEMENT LLC
CRD 153227 · SEC 801-71216
AUM
$131M
Regulatory assets under management
Employees
5
599 client accounts
Services offered by DAVIDSON WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at DAVIDSON WEALTH MANAGEMENT LLC →
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Frequently Asked Questions

What services does Kristopher Michael Sevcenko offer?
Kristopher Michael Sevcenko specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANALAPAN, New Jersey for a consultation.
What are Kristopher Michael Sevcenko's credentials?
Kristopher Michael Sevcenko holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Kristopher Michael Sevcenko located?
Kristopher Michael Sevcenko is based in MANALAPAN, New Jersey, working with DAVIDSON WEALTH MANAGEMENT LLC. Their office serves clients in the MANALAPAN metropolitan area and surrounding communities.
How does Kristopher Michael Sevcenko charge for services?
Kristopher Michael Sevcenko'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 DAVIDSON WEALTH MANAGEMENT LLC?
DAVIDSON WEALTH MANAGEMENT LLC has approximately 5 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DAVIDSON WEALTH MANAGEMENT LLC

Richard Edward Prozzo
MANALAPAN, NJ

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