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Sean N. Severson

WITHUM WEALTH MANAGEMENT
Red Bank, NJ 07701
Some features on this profile are disabled
CRD#: 7252621
SS

Professional summary

Sean Norris Severson, who also goes by Sean Severson, is a registered financial advisor currently at WITHUM WEALTH MANAGEMENT located in Red Bank, New Jersey.

Sean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Sean has worked at 2 firms and has passed the Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sean Severson

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 Sean Norris Severson'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

January 5, 2026 - Present

WITHUM WEALTH MANAGEMENT

Office #1: 47 Reckless Place, Red Bank, NJ 07701
RIA
CRD#: 158332
Red Bank, NJ
Past

June 9, 2020 - April 4, 2022

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
SMITHFIELD, RI

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".
WW
WITHUM WEALTH MANAGEMENT
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | WITHUM WEALTH MANAGEMENT | PWM ADVISORY GROUP, LLC

CRD#: 158332 / SEC#: 801-72657

RIA
Registered Investment Advisory firm - (8/12/2011 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
New Jersey
(1/5/2026)

Exams

General Industry/Product Exam
RR
Series 7TO
Date: 6/9/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/2/2019
Securities Industry Essentials Examination

Current Firm

WW
WITHUM WEALTH MANAGEMENT
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC | WITHUM WEALTH MANAGEMENT | PWM ADVISORY GROUP, LLC

CRD#: 158332 / SEC#: 801-72657

RIA
Registered Investment Advisory firm - (8/12/2011 Approved)
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Contact information

Main Address
47 Reckless Place, Red Bank, NJ 07701
Mailing Address
Phone number
(732) 450-0147
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (17 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts1,799
AUM (Assets Under Management)$ 1,964,808,690

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.

Company Information

WITHUM WEALTH MANAGEMENT

CRD#: 158332Red Bank, NJ 07701

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