Lucas Silverii

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CRD#: 7714196

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lucas Silverii was a registered financial professional .

Lucas is a previously registered financial professional and started their career in finance in 2023. Lucas had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Quinto Inversiones, yes, Av. del Libertador 498 Piso 20, C1001 CABA, Argentina, wealth management firm in Argentina, position: Head of Investment Strategy, beginning June 2022, full time

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

May 30, 2023 - May 30, 2025

JT ASSET ALLOCATION LLC

RIA

CRD#: 291390

Buenos Aires,,

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

JT ASSET ALLOCATION LLC

CRD#: 291390 / SEC#: 801-117117

Illinois

Registered Investment Advisory firm - (11/3/2022 Approved)

Michigan

Registered Investment Advisory firm - (6/30/2023 Terminated)

Texas

Registered Investment Advisory firm - (10/31/2024 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

10441 163rd Place, Orlando Park, IL 60467

Mailing Address

Phone number

(312) 618-9298

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 2,776,244

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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