Curtis
Shillingsford

Severin Investments LLC

CRD#6733466
Investment Advisor
in Saint Louis, MO

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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.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

211 North Broadway Suite 2925
Saint Louis, MO 63102

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Severin Investments LLC Brokerage Details

Total Assets Under Management

$110,023,583

MO Average: $11,469,110,461
Total Number of Employees

5

MO Average: 458
Total Number of Accounts

893

MO Average: 33,415
Average Account Size

$123,207

MO Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Curtis Shillingsford Work History

Curtis has 11 years of experience.

2019 - Present (2 years)

Disys

2019 - Present (2 years)

Wells Fargo Clearing Services

2017 - 2018 (1 year)

Wells Fargo Corporation

2015 - 2016 (1 year)

Nike Inc

2013 - 2017 (4 years)

Depaul University

2009 - 2013 (4 years)

Chaminade College Preparatory School

Disclosures

Curtis Shillingsford has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Severin Investments LLC

Jeffrey Severin
Saint Louis, MO
Curtis Shillingsford
Saint Louis, MO
David Stoll
Saint Louis, MO
John Meyer
Saint Louis, MO

This content was compiled from the SEC and FINRA.

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