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Lucas Rosito Jung Severo

Investment Adviser Representative at TFO FAMILY OFFICE PARTNERS

Phoenix, AZCRD #7401675Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
States Registered
2 states
Exams Passed
2

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
ArizonaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/8/2021
SIE
Securities Industry Essentials Examination
Passed 12/21/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Source

TFO Family Office Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TFO FAMILY OFFICE PARTNERSCurrent
8/31/2021Phoenix, AZ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lucas Rosito Jung Severo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Lucas Rosito Jung Severo - Financial Advisor in Phoenix, AZ | AdvisorFinder