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BG

Bruno C. Gorgatti

AZIMUT GENESIS ADVISORS
Miami, FL 33131
Some features on this profile are disabled
CRD#: 4259531
BG

Professional summary

Bruno Colaco Gorgatti is a registered financial advisor currently at AZIMUT GENESIS ADVISORS located in Miami, Florida and SANCTUARY SECURITIES, INC. located in Miami, Florida.

Bruno is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Bruno has worked at 8 firms and has passed the Series 66, Series 79TO, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bruno Colaco Gorgatti's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 26, 2026 - Present

AZIMUT GENESIS ADVISORS

Office #1: 1450 Brickell Ave Suite 2610, Miami, FL 33131
RIA
CRD#: 134626
Miami, FL
Current

March 21, 2022 - Present

SANCTUARY SECURITIES, INC.

Office #1: 1450 Brickell Ave., Ste. 2610, Miami, FL 33131
BD
CRD#: 205
Miami, FL
Past

July 31, 2017 - April 20, 2022

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
Miami, FL
Past

February 19, 2016 - February 3, 2026

AZ APICE CAPITAL MANAGEMENT LLC

RIA
CRD#: 281973
MIAMI, FL
Past

February 17, 2016 - July 31, 2017

NORTHEAST SECURITIES, LLC

BD
CRD#: 25996
Miami, FL
Past

June 1, 2009 - February 29, 2016

MORGAN STANLEY

RIA
CRD#: 149777
MIAMI, FL
Past

June 1, 2009 - February 29, 2016

MORGAN STANLEY

BD
CRD#: 149777
MIAMI, FL
Past

February 7, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
MIAMI, FL
Past

February 6, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
MIAMI, FL
Past

May 14, 2004 - February 16, 2007

LEHMAN BROTHERS INC.

RIA
CRD#: 7506
MIAMI, FL
Past

October 11, 2000 - February 16, 2007

LEHMAN BROTHERS INC.

BD
CRD#: 7506
MIAMI, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AG
AZIMUT GENESIS ADVISORS
AZIMUT GENESIS ADVISORS | GENESIS INVESTMENT ADVISORS, LLC | AZIMUT GENESIS INVESTMENT ADVISORS | AZIMUT GENESIS ADVISORS LLC

CRD#: 134626 / SEC#: 801-64054

RIA
Registered Investment Advisory firm - (5/10/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(3/21/2022)
IAR
Florida
(2/26/2026)
RR
Oregon
(11/25/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/19/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 11/5/2001
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 10/10/2000
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AG
AZIMUT GENESIS ADVISORS
AZIMUT GENESIS ADVISORS | GENESIS INVESTMENT ADVISORS, LLC | AZIMUT GENESIS INVESTMENT ADVISORS | AZIMUT GENESIS ADVISORS LLC

CRD#: 134626 / SEC#: 801-64054

RIA
Registered Investment Advisory firm - (5/10/2005 Approved)
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Contact information

Main Address
1450 Brickell Ave Suite 2610, Miami, FL 33131
Mailing Address
Phone number
(786) 866-3700
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AZIMUT GENESIS ADVISORS ADV PART 2 (BROCHURE) (3/20/2025)

Regulatory assets under management

Total Number of Accounts240
AUM (Assets Under Management)$ 446,978,353

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

AZIMUT GENESIS ADVISORS

CRD#: 134626Miami, FL 33131

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