FC
FC

Felipe Castro-Rodriguez

6 Years of Experience
Broker

Felipe Castro-Rodriguez is a registered investment advisor at Leucadia Asset Management LLC, based in New York, NY, with 6 years of industry experience. Felipe operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $3.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$3.1B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

520 Madison Avenue, New York, NY, 10022-4213

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Felipe works as a research analyst for Aservin Export, conducting macro research for new projects and business opportunities since 2019. This takes about a quarter of his time.

Employment History
Current Registrations
Leucadia Asset Management LLC
August 2019 - Present · 6 yrs 8 mos
Jefferies LLCBroker
May 2019 - Present · 6 yrs 11 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Felipe Castro-Rodriguez - Financial Advisor | TrueAdvisor