Robert J. Severdia

NEST FINANCIAL PLANNING

Hood River, OR

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CRD#: 2187656

Professional summary

Robert Joseph Severdia JR, CFP®, who also goes by Robb Joseph Severdia, Robb Severdia, Robert Joseph Severdia, is a registered financial advisor currently at NEST FINANCIAL PLANNING, LLC located in Hood River, Oregon.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Robert has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robb Joseph Severdia | Robb Severdia | Robert Joseph Severdia

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) 01/02/2015: NEST DESIGN GROUP - INV REL - HOME BASED - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - NO TIME SPENT - OWNER. LLC ALLOWS ACCESS TO WHOLESALE PRICING FOR REMODELING MATERIALS FOR MY PERSONAL RESIDENCE AND 2 RENTAL PROPERTIES. NO OTHER BUSINESS PURPOSE AND NO INCOME EARNED. (2) 01/02/2015: NO BUSINESS NAME - INV REL - 2344 N SCHOFIELD STREET, PORTLAND, OR 97217 - REAL ESTATE RENTAL - 1% OF TIME SPENT - OWNER/LANDLORD (3) 01/02/2015: NO BUSINESS NAME - INV REL - 1518 N HIGHLAND STREET, PORTLAND, OR 97217 - REAL ESTATE RENTAL - 1% OF TIME SPENT - OWNER/LANDLORD (4) 01/29/2015: CROSS FINANCIAL MANAGEMENT - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - 16100 NW CORNELL RD SUITE 240, BEAVERTON, OR 97006 - START 01/01/2015 - NO TIME SPENT. (5) 7/18/2017: Cross Financial Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 07/15/2017 - 80 Hours Per Month/65 Hours During Securities Trading - I provide investment advisory services through Cross Financial Advisors, LLC, an independent investment advisor firm. I started this business activity in July 2017. I expect to spend approximately 80 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Severdia JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

October 7, 2022 - Present

NEST FINANCIAL PLANNING, LLC

RIA

CRD#: 317587

Hood River, OR

Past

June 29, 2017 - October 5, 2022

CROSS FINANCIAL ADVISORS

RIA

CRD#: 287686

BEAVERTON, OR

Past

January 2, 2015 - December 21, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

BEAVERTON, OR

Past

January 2, 2015 - September 29, 2022

LPL FINANCIAL LLC

CRD#: 6413

BEAVERTON, OR

Past

December 22, 2012 - June 11, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PORTLAND, OR

Past

December 3, 2012 - June 11, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PORTLAND, OR

Past

January 24, 1995 - November 15, 1996

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(10/7/2022)

IAR

Washington
(10/11/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/21/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/31/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2012

General Securities Representative Examination

Current Firm

NEST FINANCIAL PLANNING, LLC

CRD#: 317587 / SEC#:

Oregon

Registered Investment Advisory firm - (10/7/2022 Approved)

Washington

Registered Investment Advisory firm - (10/11/2023 Approved)

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Contact information

Main Address

Hood River, OR

Mailing Address

Phone number

(503) 789-9411

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	56
AUM (Assets Under Management)	$ 35,795,471

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert J. Severdia

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Joseph Severdia JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROSS FINANCIAL ADVISORS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/21/2012

Series 63

Date: 1/31/1995

SIE

Date: 10/1/2018

Series 7

Date: 12/1/2012

Current Firm

NEST FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NEST FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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