Stephanie Cordeiro Cesar

Azimut Genesis Advisors

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Azimut Genesis Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

240 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$447.0M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Minimum Annual Fee:$5,000

Location

1450 Brickell Ave, Suite 2610, Miami, FL, 33131

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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.

Employment History

Current Registrations

Sanctuary Securities, INC.Broker

June 2024 - Present · 1 yr 8 mos

Azimut Genesis Advisors

April 2024 - Present · 1 yr 10 mos

Previous Registrations

Citigroup Global Markets INC.

November 2019 - January 2024 · 4 yrs 2 mos

Citigroup Global Markets INC.Broker

November 2019 - January 2024 · 4 yrs 2 mos

UBS Financial Services INC.

January 2016 - November 2019 · 3 yrs 10 mos

UBS Financial Services INC.Broker

November 2015 - November 2019 · 4 yrs

Aegis Capital CORP.Broker

September 2015 - October 2015 · 1 mo

Efg Capital Advisors INC.

June 2015 - June 2015 · 0 mos

Efg Capital InternationalBroker

March 2014 - June 2015 · 1 yr 3 mos

State Registrations3 states

CAFLNY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.