Luiz David Xavier Azambuja

Stonecrest Advisors, INC.

12 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Stonecrest Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

19 advisors

Number of Clients

383 clients

Average Client Portfolio

$405K average

Assets Under Management

$155.3M

Fee Structure

Financial Planning:Investment management only

Location

Miami, FL

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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.

Other Business Activities

Luiz works as an investment advisor representative for Stonecrest Advisors, Inc. since October 2024. This is a full-time commitment during trading hours.

Employment History

Current Registrations

Stonecrest Advisors, INC.

January 2025 - Present · 1 yr 1 mo

Stonecrest Capital Markets, INC.

October 2024 - Present · 1 yr 4 mos

Stonecrest Capital Markets, INC.Broker

October 2024 - Present · 1 yr 4 mos

Previous Registrations

Insigneo Advisory Services, LLC

March 2018 - October 2024 · 6 yrs 7 mos

Insigneo Securities, LLCBroker

February 2018 - October 2024 · 6 yrs 8 mos

Capital Guardian Wealth Management, LLC

August 2017 - February 2018 · 6 mos

Kovack Securities INC.Broker

June 2017 - February 2018 · 8 mos

Riwm, LLC

January 2014 - June 2017 · 3 yrs 5 mos

Capital Guardian, LLCBroker

February 2013 - June 2017 · 4 yrs 4 mos

State Registrations2 states

FLVirgin Islands

AdvisorBrokerBoth

Exams

No exam information available for this advisor.