Curtis
Shillingsford

About this Advisor

Curtis Shillingsford is an advisor whose office is in Saint Louis, Missouri. Currently a registered investment advisor with Severin Investments LLC, they have accrued 11 years of professional experience in the financial advisory industry. Shillingsford maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Shillingsford is able to work with investors in California, Illinois, Missouri and Texas. Their career trajectory has included roles at Disys, Wells Fargo Clearing Services, Wells Fargo Corporation, Nike Inc, Depaul University and Chaminade College Preparatory School. Severin Investments LLC is based out of Saint Louis, Missouri. As a company, Severin Investments LLC manages $110 million in assets across 893 accounts and retains five staff members. The level of assets currently under the firm's management makes it one of the mid-sized investment advisory firms in the nation. The firm manages 524 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 10% of the advisor firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Severin Investments LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. The firm may charge clients asset-based, hourly, fixed and other fees.