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RIA / WealthAdvisorCertified Financial Planner31 years in industry

ROBERT JOSEPH SEVERDIA

Advisor at NEST FINANCIAL PLANNING, LLC

HOOD RIVER, OR

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Search this name across graphsid dfx:ria:fd80bbeb-e4c9-7e70-4f65-1d709a077e0a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 22, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NEST FINANCIAL PLANNING, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 31, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jan 31, 1995
First registration: Dec 22, 2012
Dual registered: no
Other names: ROBB SEVERDIA|ROBB JOSEPH SEVERDIA|ROBERT JOSEPH SEVERDIA|ROBERT JOSEPH SEVERDIA
IAPD individual key: 2187656

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NEST FINANCIAL PLANNING, LLC	State registered	Oct 7, 2022	n/a	yes	HOOD RIVER, OR	Current employment
CROSS FINANCIAL ADVISORS	Independent wealth	Jun 29, 2017	Oct 5, 2022	no	PORTLAND, OR	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 2, 2015	Dec 21, 2017	no	PORTLAND, OR\|HOOD RIVER, OR\|HOOD RIVER, OR	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Dec 22, 2012	Jun 11, 2014	no	PORTLAND, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CROSS FINANCIAL ADVISORS	NEST FINANCIAL PLANNING, LLC	Oct 5, 2022	Oct 7, 2022	2	Firm change	RIA to state RIA
LPL FINANCIAL LLC	CROSS FINANCIAL ADVISORS	Dec 21, 2017	Jun 29, 2017	-175	Firm change after gap	RIA to new firm
WELLS FARGO ADVISORS	LPL FINANCIAL LLC	Jun 11, 2014	Jan 2, 2015	205	Firm change	Other

Relationships

Registered with (4)

→ NEST FINANCIAL PLANNING, LLCRegistered adviserregistration: current employment
Oct 7, 2022 to presentfactForm ADV
→ CROSS FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Jun 29, 2017 to Oct 5, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 2, 2015 to Dec 21, 2017factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Dec 22, 2012 to Jun 11, 2014factForm ADV

Dated events

Occurred
Oct 5, 2022
Advisor changed firm
Robert Joseph Severdia left Cross Financial Advisors for Nest Financial Planning, Llc (registered 2022-10-07)
Form ADVobserved 3 days ago