Robert Severo, financial advisor San Mateo CA
90 score

Robert Severo

CRD Number: 6289701
Current Firm: Bluepointe Capital Management, LLC

Robert Severo (CRD# 6289701) is an Investment Advisor Representative working at Bluepointe Capital Management, LLC in San Mateo, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Bluepointe Capital Management, LLC San Mateo, CA Sep 2013 - Current 4
Capricorn Investment Group Palo Alto, CA Jun 2008 - Oct 2013 5
N/a New York, NY Oct 2007 - Jun 2008 < 1

Robert Severo has no recent exams reported.
Contact Info for Robert F. Severo
Phone Number: 650-293-4545
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    387
    MILLIONS
  • Total Number of Accounts
    214
    ACCOUNTS
  • Average Account Value
    $1,806,622
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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