Letizia F. Carlisto

NAVIS WEALTH ADVISORS LLC

Rye Brook, NY 10573

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CRD#: 6379290

Professional summary

Letizia Flavia Carlisto, who also goes by Leti Lisella, Letizia Flavia Lisella, Letizia Lisella, is a registered financial advisor currently at NAVIS WEALTH ADVISORS LLC located in Rye Brook, New York and GREAT POINT CAPITAL LLC located in Rye Brook, New York.

Letizia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Letizia has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Leti Lisella | Letizia Flavia Lisella | Letizia Lisella

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.

1) Navis Wealth Advisors, LLC; Investment Related; Address: 800 Westchester Avenue Suite S-700 Rye Brook NY 10573; RIA; Title - Wealth Advisor Associate; Start - 04/2021; 39 Hrs/Mth; 32 During Securities Trading Hrs; Assist Senior Advisors

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Letizia Flavia Carlisto'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 16, 2021 - Present

NAVIS WEALTH ADVISORS LLC

Office #1: 800 Westchester Avenue Suite 700, Rye Brook, NY 10573

RIA

CRD#: 311171

Rye Brook, NY

Current

February 23, 2024 - Present

GREAT POINT CAPITAL LLC

Office #1: 800 Westchester Avenue Suite 700, Rye Brook, NY 10573

CRD#: 114203

Rye Brook, NY

Past

June 22, 2021 - February 16, 2024

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Rye Brook, NY

Past

December 5, 2018 - April 12, 2021

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WHITE PLAINS, NY

Past

April 12, 2018 - April 12, 2021

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WHITE PLAINS, 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".

NAVIS WEALTH ADVISORS LLC

APELIUX CAPITAL ADVISORS, LLC | NAVIS WEALTH ADVISORS LLC

CRD#: 311171 / SEC#: 801-119746

RIA

Registered Investment Advisory firm - (11/6/2020 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

IAR

New York
(4/16/2021)

New York
(2/23/2024)

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: 12/3/2018

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: 4/12/2018

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

NAVIS WEALTH ADVISORS LLC

APELIUX CAPITAL ADVISORS, LLC | NAVIS WEALTH ADVISORS LLC

CRD#: 311171 / SEC#: 801-119746

RIA

Registered Investment Advisory firm - (11/6/2020 Approved)

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Contact information

Main Address

800 Westchester Avenue Suite 700, Rye Brook, NY 10573

Mailing Address

Phone number

(914) 848-8300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NAVIS WEALTH ADVISORS DISCLOSURE BROCHURE (4/22/2025)

Regulatory assets under management

Total Number of Accounts	377
AUM (Assets Under Management)	$ 540,686,352

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

Letizia F. Carlisto

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Letizia Flavia Carlisto's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREAT POINT CAPITAL LLC

PURSHE KAPLAN STERLING INVESTMENTS

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

NAVIS WEALTH ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/3/2018

SIE

Date: 10/1/2018

Series 7

Date: 4/12/2018

FINRA

Current Firm

NAVIS WEALTH ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NAVIS WEALTH ADVISORS LLC

TRUST BUT VERIFY

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