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Joseph Lowndes Sevely

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