KS
Kristopher M. Sevcenko
DAVIDSON WEALTH MANAGEMENT LLC
Manalapan, NJ 07726
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CRD#: 4725928
KS
Professional summary
Kristopher Michael Sevcenko, CFP®, who also goes by Kristopher M Seucenko, is a registered financial advisor currently at DAVIDSON WEALTH MANAGEMENT LLC located in Manalapan, New Jersey and OSAIC WEALTH, INC. located in Manalapan, New Jersey.
Kristopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Kristopher has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kristopher M Seucenko
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. DAVIDSON WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 03/12/2013 ADDRESS: 198 Route 9 North, Suite 205, Manalapan NJ 07726, United States DESCRIPTION: Analyze client portfolios using asset allocation in order to chose appropriate investments given the client's risk tolerance and investment objectives. Provide ongoing investment management and financial planning services. 2. DAVIDSON WEALTH MANAGEMENT POSITION: Statutory Agent - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 03/01/2013 ADDRESS: 198 Route 9 North, Suite 205, Manalapan, NJ 07726, Manalapan NJ 07726, United States DESCRIPTION: Analyze clients insurance needs, provide recommendations where suitable, act as agent in application and underwriting process.
CRS (Client Relationship Summary) - RIA
Click below to view Kristopher Michael Sevcenko'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®
Experience
Current
April 2, 2013 - Present
DAVIDSON WEALTH MANAGEMENT LLC
Office #1: 198 Route 9 N Ste 205, Manalapan, NJ 07726RIA
CRD#: 153227
Manalapan, NJ
Current
December 10, 2012 - Present
OSAIC WEALTH, INC.
Office #1: Davidson Wealth Mgmt, Llc 198 Route 9 North, Suite 205, Manalapan, NJ 07726RIA
BD
CRD#: 23131
Manalapan, NJ
Past
August 16, 2005 - December 11, 2012
SCOTTRADE, INC.
BD
CRD#: 8206
ENGLISHTOWN, NJ
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".
DW
DAVIDSON WEALTH MANAGEMENT LLC
DAVIDSON WEALTH MANAGEMENT LLC
CRD#: 153227 / SEC#: 801-71216
RIA
Registered Investment Advisory firm - (3/22/2010 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/6/2021)
RR
Arizona(1/6/2021)
RR
California(9/15/2015)
RR
Colorado(1/6/2021)
RR
Connecticut(1/6/2021)
RR
Delaware(1/6/2021)
RR
Florida(1/24/2013)
RR
Georgia(1/6/2021)
RR
Illinois(1/6/2021)
RR
Indiana(1/6/2021)
RR
Iowa(1/6/2021)
RR
Louisiana(6/14/2021)
RR
Maine(1/6/2021)
RR
Maryland(1/6/2021)
RR
Massachusetts(1/6/2021)
RR
Michigan(1/6/2021)
RR
Minnesota(1/6/2021)
RR
Mississippi(6/14/2021)
RR
Nevada(1/6/2021)
RR
New Hampshire(6/14/2021)
RR
New Jersey(12/10/2012)
IAR
New Jersey(4/2/2013)
RR
New Mexico(1/6/2021)
RR
New York(12/10/2012)
IAR
New York(3/3/2021)
RR
North Carolina(1/6/2021)
RR
Ohio(1/6/2021)
RR
Oregon(1/6/2021)
RR
Pennsylvania(1/6/2021)
RR
South Carolina(1/6/2021)
RR
South Dakota(1/6/2021)
RR
Tennessee(1/6/2021)
RR
Texas(1/6/2021)
RR
Utah(12/15/2023)
RR
Vermont(1/6/2021)
RR
Virginia(1/6/2021)
RR
Washington(1/6/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
DW
DAVIDSON WEALTH MANAGEMENT LLC
DAVIDSON WEALTH MANAGEMENT LLC
CRD#: 153227 / SEC#: 801-71216
RIA
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Contact information
Main Address
1041 West Lacey Road 2nd Floor, Forked River, NJ 08731
Mailing Address
Phone number
(732) 409-1060
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 635 |
| AUM (Assets Under Management) | $ 147,636,663 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
