Wells Fargo Advisors
46yrs
Top advisor by experience in Warren
New
David Severe
Financial advisor at Main Street Financial Solutions
David Severe is a fiduciary financial advisor in Warren, New Jersey, registered since May 2026. David has been with Main Street Financial Solutions since 2026. Main Street Financial Solutions offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 191 advisors with offices in Warren, and one of 166 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
OfficeWarren, NJ
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.2 million
Advisors at the firm41
States licensed ?1 state
Services through Main Street Financial Solutions
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Jul 2026 – nowMain Street Financial Solutions, LLCCurrent firm
Questions to ask David
Tailored to David’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Main Street Financial Solutions at 215-259-5021 and ask for David Severe. David works from the Warren, NJ office.
How long has David been a financial advisor?
David is new to the profession, registered since May 2026, and holds 1 license.
What licenses does David hold?
Series 65. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Main Street Financial Solutions reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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