Annelizabeth Quadrini Rogers

Employer firm

Azimuth Wealth Advisors CRD 290050

$40.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2015 → 12/2017
  Dw Advisors
  Newport Beach, CA
• 09/2017 → Present
  Azimuth Wealth Advisors, Llc
  San Diego, CA

Previous Registrations

• 2015-02-13 → 2017-12-31
  Daniel Wealth Advisors
  San Diego, CA
  Corona Del Mar, CA
• 2009-06-01 → 2015-02-27
  Morgan Stanley
  Pasadena, CA
• 2009-05-07 → 2009-06-01
  Morgan Stanley & Co. Llc
  Pasadena, CA

Other Businesses

Glacierfish Ski Resort, LLC; Start Date: 05/25/21; Not investment-related; 1001 S. Main Street, Suite 600, Kalispell, MT 59901; holding company for real property; Mrs. Rogers is a Member who spends less than one hour per month in this role; no time spent during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2009-05-06

Other Names

• Anne Elizabeth Quadrini
• Anne Rogers
• Annelizbeth Q Rogers