Kristopher Sevcenko has been Financial Planner and Minority Owner of Davidson Wealth Management since January 2020, is not listed as a control person, but directly owns between 10% and 25% of the firm. Kristopher Sevcenko studied at Monmouth University.
Davidson Wealth Management LLC is a Forked River, NJ firm with $172M under management, 228 clients and 3 advisers in one office, as of its June 2026 filing.
Kristopher Sevcenko is a Financial Planner at Davidson Wealth Management, LLC, based in Forked River, New Jersey. He has worked in the financial services industry since 2003 and has been involved in all phases of the financial planning process. He also serves on the firm's investment advisory committee.
- – present · 13 yearsForked River, NJ · Adviser representative · Firm CRD 153227
Professional designations
Listed by Davidson Wealth Management
- CFP®
Investment adviser representative registrations
Kristopher Sevcenko is registered as an investment adviser representative in 2 states. The first approvals date from April 2013; the most recent is New York, in March 2021.
- New JerseySince 2 April 2013
- New YorkSince 3 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 12 March 2013 |
| Series 24 | General Securities Principal Examination | 25 August 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 6 September 2005 |
| Series 7 | General Securities Representative Examination | 15 August 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kristopher Michael Sevcenko
- CRD
- 4725928
- Firm
- Davidson Wealth Management · CRD 153227
- Role
- Financial Planner and Minority Owner
- Office
- 1041 WEST LACEY ROAD, 2ND FLOOR, Forked River, NJ 08731
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- davidsonwealthmgmt.com
Where does Kristopher Sevcenko work?
Kristopher Sevcenko has been Financial Planner and Minority Owner of Davidson Wealth Management LLC since January 2020.
Is Kristopher Sevcenko a financial advisor?
Yes. Kristopher Sevcenko has a current investment-adviser registration in New Jersey and New York, through Davidson Wealth Management since April 2013.
How many years of experience does Kristopher Sevcenko have?
Kristopher Sevcenko has 21 years in the financial industry, since August 2005, across 1 adviser firm.
What exams has Kristopher Sevcenko passed?
Kristopher Sevcenko has passed 4 licensing exams: the Series 7, Series 63, Series 24 and Series 65. The earliest, the Series 7, was passed in August 2005. FINRA credited Kristopher Sevcenko with the SIE, which began in October 2018.
Where is Kristopher Sevcenko based?
Kristopher Sevcenko’s registered office is in Forked River, NJ.
Is Kristopher Sevcenko registered with FINRA?
Yes. Kristopher Sevcenko has a current broker registration, under CRD 4725928.
Source: FINRA BrokerCheck
Is Kristopher Sevcenko a CFP?
Davidson Wealth Management lists Kristopher Sevcenko with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Kristopher M. Sevcenko biography, davidsonwealthmgmt.com
How can I verify Kristopher Sevcenko’s record?
Search CRD 4725928 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kristopher Sevcenko’s full registration record.
