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Joseph Lowndes Sevely

CUTWATER ASSET MANAGEMENT CORP.·ARMONK, New York
CUTWATER ASSET MANAGEMENT CORP.
113 KING ST, ARMONK, NY 10504-1610CRD# 5859817Firm CRD# 37214

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Lowndes Sevely · ARMONK, NY
Registration
CRD #5859817 · CUTWATER ASSET MANAGEMENT CORP.
Brand Profile
Not yet started
Disclosure history
8 disclosures on file · See FINRA BrokerCheck for full record
01

About

Joseph Lowndes Sevely is a registered financial advisor based in ARMONK, New York, affiliated with CUTWATER ASSET MANAGEMENT CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CUTWATER ASSET MANAGEMENT CORP.
INSIGHT INVESTMENT
AUM
$423M
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at CUTWATER ASSET MANAGEMENT CORP. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5859817
Firm CRD# 37214
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Lowndes Sevely offer?
Joseph Lowndes Sevely specializes in Retirement Planning, Wealth Management. Contact their office in ARMONK, New York for a consultation.
What are Joseph Lowndes Sevely's credentials?
Joseph Lowndes Sevely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Lowndes Sevely located?
Joseph Lowndes Sevely is based in ARMONK, New York, working with CUTWATER ASSET MANAGEMENT CORP.. Their office serves clients in the ARMONK metropolitan area and surrounding communities.
How does Joseph Lowndes Sevely charge for services?
Joseph Lowndes Sevely's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CUTWATER ASSET MANAGEMENT CORP.?
CUTWATER ASSET MANAGEMENT CORP. is a registered investment adviser with the SEC, managing $423M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at CUTWATER ASSET MANAGEMENT CORP.

Joseph Ralph Sr Schachinger
ARMONK, NY
Ahsan Shamim Chaudhri
ARMONK, NY
Edmund Gerard Berrigan
ARMONK, NY
Charles Bowen Farquharson
NEW YORK, NY

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