J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
3yrs
Max Severo is a fiduciary financial advisor in Los Angeles, California, with 3 years in the industry. Max joined Rockefeller Capital Management in 2025, after two years at Morgan Stanley. Rockefeller Capital Management offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 3122 advisors with offices in Los Angeles, and one of 2892 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office1900 Ave Of The Stars Suite 1000, Los Angeles, CA 90067
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.72 million
Advisors at the firm1,036
States licensed ?1 state
Services through Rockefeller Capital Management
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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 66Uniform Combined State Law Examination
Career
- Oct 2025 – nowRockefeller Financial LLCCurrent firm
- Oct 2025 – now
- 2023 – 2025Morgan StanleyPreviously
Questions to ask Max
Tailored to Max’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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
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About Max
How do I contact Max?
Call Rockefeller Capital Management at (212) 549-5100 and ask for Max Severo. Max works from the Los Angeles, CA office.
How long has Max been a financial advisor?
Max has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Max hold?
Series 66. Tap any license on this page to see what it allows.
Is Max a fiduciary?
Max is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Max paid?
Rockefeller Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Max 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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