Stephanie
Cesar

Azimut Genesis Advisors

CRD#6281908
Investment Advisor
in Miami, FL

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About this Advisor

Stephanie Cesar is a financial advisor based in Miami, Florida, working with Azimut Genesis Advisors. Stephanie has previously held positions at Efg Capital International, Ubs Ag, Citigroup, Azimut Genesis Advisors, Sanctuary Securities, Inc, and Aegis Capital Corp. Stephanie has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Stephanie is part of Azimut Genesis Advisors, which operates out of Miami, Florida. The firm has 7 employees and manages assets totaling $392.5 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Azimut Genesis Advisors includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1450 Brickell Ave Suite 2610
Miami, FL 33131

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Azimut Genesis Advisors Brokerage Details

Total Assets Under Management

$392,536,918

FL Average: $1,855,561,029
Total Number of Employees

7

FL Average: 62
Total Number of Accounts

226

FL Average: 2,474
Average Account Size

$1,736,889

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Stephanie Cesar Work History

2024 - Present (0 year)

Azimut Genesis Advisors

2024 - Present (0 year)

Sanctuary Securities, Inc

2019 - Present (5 years)

Citigroup

2015 - 2019 (4 years)

Ubs Ag

2015 - 2019 (4 years)

Aegis Capital Corp

2013 - 2015 (2 years)

Efg Capital International

Disclosures

Please visit the SEC profile of Stephanie Cesar to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Azimut Genesis Advisors

Larice Lima
Miami, FL
Andre Leao
Miami, FL
Stephanie Cesar
Miami, FL
Stefano Biasini
Miami, FL
Gustavo Pinto
Miami, FL
Rodrigo Rego
Miami, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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