Jeffrey J. Sievers

UNIQUE WEALTH

Clearwater, FL 33759

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CRD#: 3041857

Professional summary

Jeffrey John Sievers, who also goes by Jeff Sievers, is a registered financial advisor currently at UNIQUE WEALTH, LLC located in Clearwater, Florida.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Sievers

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey John Sievers's CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 4, 2021 - Present

UNIQUE WEALTH, LLC

Office #1: 311 Park Place Blvd N, Suite 230, Clearwater, FL 33759

RIA

CRD#: 312462

Clearwater, FL

Past

February 13, 2009 - March 11, 2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

Tampa, FL

Past

October 2, 2006 - December 31, 2008

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

MUSCATINE, IA

Past

November 24, 2004 - October 5, 2006

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MUSCANTINE, IA

Past

July 19, 2000 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

March 2, 1999 - March 30, 2004

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

UNIQUE WEALTH, LLC

ALENZIA WEALTH | UNIQUE WEALTH, LLC | ALENZIA WEALTH MANAGEMENT, LLC

CRD#: 312462 / SEC#: 801-120294

RIA

Registered Investment Advisory firm - (2/12/2021 Approved)

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

Florida
(3/4/2021)

IAR

Texas
(8/6/2025)

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

Series 63

Date: 2/15/1999

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: 4/21/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/1/1999

Investment Company Products/Variable Contracts Representative Examination

Current Firm

UNIQUE WEALTH, LLC

ALENZIA WEALTH | UNIQUE WEALTH, LLC | ALENZIA WEALTH MANAGEMENT, LLC

CRD#: 312462 / SEC#: 801-120294

RIA

Registered Investment Advisory firm - (2/12/2021 Approved)

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Contact information

Main Address

4830 W Kennedy Blvd Ste 100, Tampa, FL 33609

Mailing Address

Phone number

(813) 816-2030

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UNIQUE ADV 2A (6/6/2025)

Regulatory assets under management

Total Number of Accounts	2,470
AUM (Assets Under Management)	$ 766,513,740

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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Advisor Monitoring

Firm Stability Insights

Jeffrey J. Sievers

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey John Sievers's CRS (Customer Relationship Summary).

Certified licenses

Experience

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH, INC.

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

UNIQUE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/15/1999

SIE

Date: 10/1/2018

Series 7

Date: 4/21/2010

Series 6

Date: 3/1/1999

Current Firm

UNIQUE WEALTH, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UNIQUE WEALTH, LLC

TRUST BUT VERIFY

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