Stephanie Cordeiro Cesar

Employer firm

Azimut Investment Advisors LLC CRD 134626

$1.00B regulatory AUM 59 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• MUTUAL FUND EQUIVALENT IN LUXEMBOURG

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

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

Current Employers

Employment History

• 11/2015 → 10/2019
  Ubs Ag
  Miami, FL
• 10/2019 → 02/2024
  Citigroup
  Miami, FL
• 02/2024 → 01/2026
  Azimut Genesis Advisors
  Miami, FL
• 06/2024 → Present
  Sanctuary Securities, Inc.
  Miami, FL
• 01/2026 → Present
  Azimut Investment Advisors
  Miami, FL
• 09/2015 → 10/2019
  Aegis Capital Corp
  Miami, FL

Previous Registrations

• 2019-11-21 → 2024-01-31
  Citigroup Global Markets Inc.
  Miami, FL
  Miami, FL
  Miami, FL
  Miami, FL
• 2016-01-27 → 2019-11-05
  Ubs Financial Services Inc.
  Miami, FL
  Coral Gables, FL
• 2015-06-01 → 2015-06-19
  Efg Capital Advisors Inc.
  Miami, FL

Exams

• S66 Uniform Combined State Law Examination
  2014-09-03

Other Names

• Stephanie Cordeiro Cesar
• Stephanie Cesar
• Stephanie Cordeiro Cesar