Letizia Carlisto is a CFP-designated registered investment advisor, based in Rye Brook, NY, with 7 years of industry experience.
Location
800 Westchester Avenue, Suite 700, Rye Brook, NY, 10573
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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.
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Letizia works as a Wealth Advisor Associate at Navis Wealth Advisors, LLC, an RIA. This takes about a quarter of her time, including time during securities trading hours.
Employment History
Current Registrations
Great Point Capital LLCBroker
January 2026 - Present · 4 mos
Navis Wealth Advisors LLC
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Great Point Capital LLCBroker
February 2024 - December 2025 · 1 yr 10 mos
Purshe Kaplan Sterling InvestmentsBroker
June 2021 - February 2024 · 2 yrs 8 mos
UBS Financial Services INC.
December 2018 - April 2021 · 2 yrs 4 mos
UBS Financial Services INC.Broker
April 2018 - April 2021 · 3 yrs
State Registrations1 state
NY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.