user avatar

Justin Hill

Advisor at Severin Investments LLC

Updated today

Location

Clearwater, FL 34683

Credentials

Series 63, Series 65

Client services

Based on Severin Investments LLC

Financial planning Portfolio management
401(k) consulting; buy & sell signal consulting

Expertise

Based on Severin Investments LLC

Active portfolio management Real estate investing Options & derivatives strategies Tax-loss harvesting General estate planning guidance

Occupation focus

Based on Severin Investments LLC

Executive Founder/Business Owner

Fee options

Fixed

Comprehensive financial planning fee: $3,000 (may be waived or discounted); Estate planning fees range from $150 to $1,700 depending on service

Percentage

$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.50% $1,000,000 - $5,000,000: 1.10% $5,000,000+: Negotiable

Commissions

Insurance products sold in connection with planning pay commissions to firm and advisor

Project-based

401k consulting and limited financial planning services charged at $150 to $400 per hour, minimum $200 for 401k consulting

Other

Account minimum: $50,000 (minimum account size), $500,000 (minimum household), both may be waived at discretion Minimum fee: Minimum annual fee of $1,500 per household unless otherwise negotiated Fee-only: Portfolio management fees; financial planning fees may be discounted or waived for advisory clients

Location

28100 Us Hwy 19 N, Ste. 311

Clearwater, FL 34683

Most active in

Arkansas · California · Florida · Illinois · Missouri

Work history

Severin Investments, LLC

2026 - Present (1 year)

Colonial Life

2025 - 2026 (1 year)

Fisher Investments

2024 - 2025 (1 year)

MML Investors Services LLC

2023 - 2024 (1 year)

Mass Mutual Life Insurance Company

2023 - 2024 (1 year)

New York Life Insurance Co

2022 - 2023 (1 year)

NYLIFE Securities LLC

2022 - 2023 (1 year)

Ameriprise Financial Services, Inc.

2014 - 2021 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

William H

Series 65, Series 66

Odessa, FL

William D Hughes

William Hughes is the sole advisor at William D Hughes, an independent firm based in Odessa, FL. He holds Series 65 and Series 66 licenses and has nine years of industry experience. In addition to his advisory work, Hughes operates a licensed accounting practice, William D Hughes CPA, where he provides accounting services. The firm offers portfolio management for individual and high-net-worth clients, focusing on equities and fixed-income securities. Its investment approach includes fundamental analysis and combines long-term and short-term strategies tailored to client objectives and risk tolerance.

Wealth management Active portfolio management
user avatar

Daniel S

CFP®, Series 63, Series 65

Clearwater, FL

Patina Financial Partners, LLC

Daniel Streetman is a CFP® professional with 10 years of industry experience, currently serving as the sole advisor at Patina Financial Partners, LLC. He previously worked at CWM, LLC and Woodbury Financial Services, Inc. Outside of his advisory role, he is active in the Porsche 356 Florida Owners Group, where he serves as Southwest Events Coordinator and Membership Chair. Patina Financial Partners is a state-registered advisory providing discretionary investment management and financial planning to individuals and high-net-worth clients. The firm employs an evidence-based, long-term investment approach using low-cost, passively managed or rules-based vehicles, and regularly utilizes unaffiliated Independent Managers and restricted-access funds without receiving third-party compensation.

Passive / index investing Factor investing / smart beta
user avatar

Nicholas B

Series 65

Tampa, FL

AURE Investments

Nicholas Baker is a financial advisor at AURE Investments in Tampa, FL, holding a Series 65 designation with six years of industry experience. His prior work includes roles at Fisher Investments, KPMG, Hecla Mining Company, and Babson College. AURE Investments provides discretionary investment management and retirement-plan advisory services to high-net-worth individuals, institutional accounts, and plan sponsors, including foundations, endowments, and corporations. The firm combines quantitative screening and qualitative analysis for portfolio construction and offers specialized services such as tax-loss harvesting and fiduciary education for 401(k) sponsors.

Tax-loss harvesting
user avatar

Andrew P

Series 65

Dunedin, FL

Moorgate Capital Management

Andrew Page is a financial advisor at Moorgate Capital Management based in Dunedin, FL. He holds a Series 65 credential and has experience working at Amazon Web Services, Boston Consulting Group, and redBlack Industrie. Outside of his advisory role, he operates a family-owned equity and options trading LLC. Moorgate Capital Management provides discretionary investment management and family office services to institutional and high-net-worth clients. The firm employs a research-intensive, asset-allocation driven approach focusing on high-conviction ideas and utilizes a mix of fundamental, technical, quantitative, and qualitative analysis for security selection.

Active portfolio management Options & derivatives strategies Private / alternative investments ESG / Sustainable investing Founder/Business Owner
user avatar

Donald R

Series 63, Series 65

Safety Harbor, FL

Reynolds Capital Management, Inc.

Donald Reynolds is the sole advisor at Reynolds Capital Management, Inc. in Safety Harbor, FL, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Reynolds Capital Management since 2005, also working at Rogers Quimby & Associates from 2005 to 2017. Reynolds Capital Management provides discretionary asset management primarily to individuals and high-net-worth clients. The firm employs tailored investment strategies that incorporate fundamental and technical analysis, including the use of derivatives and options, with regular portfolio reviews and client evaluations.

Options & derivatives strategies
user avatar

Gurkan T

Series 65

Clearwater, FL

Tapa Private Wealth Inc.

Gurkan Tapa is the principal of Tapa Private Wealth Inc. in Clearwater, FL, holding a Series 65 credential with one year of industry experience. He previously worked at Uber Technologies Inc. and serves as Vice President and Enrolled Agent at Elite Consulting LA, where he provides tax planning, preparation, and IRS representation services. Tapa Private Wealth Inc. serves pooled vehicles, institutional clients, small businesses, and individuals, offering discretionary portfolio management alongside financial consulting, planning, and integrated tax services. The firm employs diversified investment strategies with regular rebalancing and macroeconomic analysis, and it is notable for combining tax preparation and planning within its advisory services.

Options & derivatives strategies Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")