Annelizabeth Q. Rogers
Professional summary
Annelizabeth Quadrini Rogers, who also goes by Anne Elizabeth Quadrini, Anne Rogers, Annelizbeth Q Rogers, is a registered financial advisor currently at AZIMUTH WEALTH ADVISORS located in San Diego, California.
Annelizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Annelizabeth has worked at 4 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Annelizabeth Quadrini Rogers's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 20, 2017 - Present
AZIMUTH WEALTH ADVISORS
Office #1: 12636 High Bluff Drive Suite 400, San Diego, CA 92130February 13, 2015 - December 31, 2017
DANIEL WEALTH ADVISORS
June 1, 2009 - February 27, 2015
MORGAN STANLEY
June 1, 2009 - February 27, 2015
MORGAN STANLEY
May 7, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
April 17, 2009 - June 1, 2009
MORGAN STANLEY & CO. LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/20/2017)
(11/28/2022)
Exams
Current Firm
AZIMUTH WEALTH ADVISORS
CRD#: 290050 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 99 |
| AUM (Assets Under Management) | $ 40,154,283 |
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.
