Stephanie C. Cesar

AZIMUT GENESIS ADVISORS

Miami, FL 33131

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CRD#: 6281908

Professional summary

Stephanie Cordeiro Cesar, who also goes by Stephanie Cesar, Stephanie Cordeiro Cesar, is a registered financial advisor currently at AZIMUT GENESIS ADVISORS located in Miami, Florida and SANCTUARY SECURITIES, INC. located in Miami, Florida.

Stephanie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Stephanie has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stephanie Cesar | Stephanie Cordeiro Cesar

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 Stephanie Cordeiro Cesar'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

April 15, 2024 - Present

AZIMUT GENESIS ADVISORS

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

RIA

CRD#: 134626

Miami, FL

Current

June 10, 2024 - Present

SANCTUARY SECURITIES, INC.

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

CRD#: 205

Miami, FL

Past

November 21, 2019 - January 31, 2024

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

Miami, FL

Past

November 20, 2019 - January 31, 2024

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

Miami, FL

Past

January 27, 2016 - November 5, 2019

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CORAL GABLES, FL

Past

November 10, 2015 - November 5, 2019

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CORAL GABLES, FL

Past

September 29, 2015 - October 30, 2015

AEGIS CAPITAL CORP.

CRD#: 15007

MIAMI, FL

Past

June 1, 2015 - June 19, 2015

EFG CAPITAL ADVISORS INC.

RIA

CRD#: 112224

MIAMI, FL

Past

March 19, 2014 - June 19, 2015

EFG CAPITAL INTERNATIONAL

CRD#: 40118

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".

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.

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

California
(6/10/2024)

IAR

Florida
(4/15/2024)

Florida
(6/10/2024)

New York
(6/10/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/3/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/18/2014

General Securities Representative Examination

SRO Registrations

FINRA

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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Advisor Monitoring

Firm Stability Insights

Stephanie C. Cesar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Cordeiro Cesar's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANCTUARY SECURITIES, INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

AEGIS CAPITAL CORP.

EFG CAPITAL ADVISORS INC.

EFG CAPITAL INTERNATIONAL

Primary Firm SEC Registration

AZIMUT GENESIS ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 9/3/2014

SIE

Date: 10/1/2018

Series 7

Date: 3/18/2014

FINRA

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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