Larice P. Lima

AZIMUT GENESIS ADVISORS

Miami, FL 33131

Some features on this profile are disabled

CRD#: 7321885

Professional summary

Larice Pereira Lima, who also goes by Larice Lima, is a registered financial advisor currently at AZIMUT GENESIS ADVISORS located in Miami, Florida.

Larice is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Larice has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Larice Lima

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.

PGL3 Services LLC 15800 Pines Blvd, Suite 316 Pembroke Pines, FL 33027 I am one of the partners (33%); the business provides accounting and tax services. The LLC was open in January, 2018. I work about 50 hours per month. I am responsible for the bookkeeping of clients.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larice Pereira Lima'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 1, 2021 - Present

AZIMUT GENESIS ADVISORS

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

RIA

CRD#: 134626

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.

Highlighted states indicate IAR registrations

IAR

Florida
(2/1/2021)

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: 12/14/2020

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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Noah Alweiss

MORGAN STANLEY

IAR

Miami, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Larice P. Lima

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larice Pereira Lima's CRS (Customer Relationship Summary).

Certified licenses

Experience

AZIMUT GENESIS ADVISORS

Primary Firm SEC Registration

AZIMUT GENESIS ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/14/2020

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

Similar Advisors