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Augusto Todeschini

WEBULL ADVISORS
St. Petersburg, FL 33716
Some features on this profile are disabled
CRD#: 7892672
AT

Professional summary

Augusto Todeschini is a registered financial advisor currently at WEBULL ADVISORS LLC located in St. Petersburg, Florida.

Augusto is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Augusto has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Augusto Todeschini'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 22, 2026 - Present

WEBULL ADVISORS LLC

Office #1: 200 Carillon Pkwy, St. Petersburg, FL 33716
RIA
CRD#: 304881
St. Petersburg, FL
Past

May 13, 2024 - October 15, 2025

FISHER INVESTMENTS

RIA
CRD#: 107342
Tampa, 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".
WA
WEBULL ADVISORS LLC
WEBULL ADVISORS LLC

CRD#: 304881 / SEC#: 801-117281

RIA
Registered Investment Advisory firm - (8/30/2019 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
(4/22/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/13/2024
Uniform Investment Adviser Law Examination

Current Firm

WA
WEBULL ADVISORS LLC
WEBULL ADVISORS LLC

CRD#: 304881 / SEC#: 801-117281

RIA
Registered Investment Advisory firm - (8/30/2019 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
200 Carillon Parkway, St Petersburg, FL 33716
Mailing Address
Phone number
+1 (917) 725-2408
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEBULL ADVISORS - WRAP FEE BROCHURE (11/28/2025)
WEBULL ADVISORS ADV2A BROCHURE (11/28/2025)

Regulatory assets under management

Total Number of Accounts27,290
AUM (Assets Under Management)$ 46,368,003

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report
08/27/2024
Cover Page
Report
02/28/2024
Cover Page
Report

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.

Company Information

WEBULL ADVISORS LLC

CRD#: 304881St. Petersburg, FL 33716

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