Peterson Italo Cenerino

Employer firm

Proxy Wealth Advisors LLC CRD 298080

$83.3M 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

• 06/2021 → Present
  Proxy Financial
  Aventura, FL
• 06/2019 → 03/2021
  Think Ahead Capital
  Orlando, FL
• 10/2010 → 10/2019
  Camisaria Mendonca Ltda
  Sao Paulo
• 11/2018 → Present
  Pis Representations Llc
  Orlando, FL
• 12/2023 → Present
  Proxy Wealth Advisors Llc
  Aventura, FL

Other Businesses

PIS Representations LLC - not investment-related - Orlando, FL - Information Technology - Owner - 11/2018 - 5 - 0 - IT Consultant. I am a 50% owner of Everventure Wealth LLC, a family-owned limited liability company jointly owned by my spouse and me. Brief description of duties: Oversight of the LLC as a passive entity, including monitoring receipt of insurance commissions and firm-approved compensation, and handling occasional administrative, tax, and business-entity maintenance; no client-facing activities, advisory services, portfolio management, or securities-related functions are performed through the LLC. Approximate hours per month devoted: Minimal (e.g., approximately 1–2 hours per month for administrative oversight) Hours during securities trading hours: Minimal and incidental (e.g., approximately 0–1 hours per month during trading hours)

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-30

Other Names

• Peterson Senerino