Rodrigo C. Rego

AZIMUT GENESIS ADVISORS

Miami, FL 33131

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CRD#: 4596048

Professional summary

Rodrigo C Rego, who also goes by Rodrigo Da Cunha Rego, is a registered financial advisor currently at AZIMUT GENESIS ADVISORS located in Miami, Florida.

Rodrigo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Rodrigo has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rodrigo Da Cunha Rego

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.

Name: Azimut Genesis Holdings LLC Position: CEO Nature: Holding company for Azimut Genesis Advisors LLC and AZG Capital LLC. Investment Related: Yes Hours: 160 Securities Trading Hours: 130 Start Date: 04/01/2005 Address: 1450 Brickell Ave. Suite 2610, Miami FL 33131, United States Description: CEO. Run the company.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rodrigo C Rego'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

June 29, 2005 - Present

AZIMUT GENESIS ADVISORS

Office #1: 1450 Brickell Ave Suite 2610, Miami, FL 33131

RIA

CRD#: 134626

Miami, FL

Past

June 29, 2011 - December 31, 2021

AZG CAPITAL

RIA

CRD#: 154117

CORAL GABLES, FL

Past

June 29, 2011 - December 31, 2024

AZG CAPITAL

RIA

CRD#: 154117

MIAMI, FL

Past

October 22, 2002 - May 11, 2005

BSI INVESTMENT ADVISORS LLC

RIA

CRD#: 109331

NEW YORK, NY

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".

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.

Highlighted states indicate IAR registrations

IAR

Florida
(6/29/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/13/2002

Uniform Investment Adviser Law Examination

Current Firm

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

SEC notice filing (2 States and Territories)

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 Accounts	240
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.

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Rodrigo C. Rego

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rodrigo C Rego's CRS (Customer Relationship Summary).

Certified licenses

Experience

AZIMUT GENESIS ADVISORS

AZG CAPITAL

AZG CAPITAL

BSI INVESTMENT ADVISORS LLC

Primary Firm SEC Registration

AZIMUT GENESIS ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/2002

Current Firm

AZIMUT GENESIS ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AZIMUT GENESIS ADVISORS

TRUST BUT VERIFY

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