DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Departures from Azimut Investment Advisors LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Stephanie Cordeiro CesarAzimut Investment Advisors LLC otherAmeriprise Financial Services, LLC national BDOtherAug 24, 2026Sep 1, 2026
Camile InfanteAzimut Investment Advisors LLC otherUBS Financial Services Inc. wirehouseOtherMar 27, 2026Jun 1, 2026 (66 d)
Gustavo Magalhaes PintoAzimut Investment Advisors LLC independent RIAAzg Capital otherOtherDec 31, 2025Jun 22, 2011
Felipe T SezerinoAzimut Investment Advisors LLC independent RIAMorgan Stanley wirehouseRIA to wirehouseDec 15, 2022Sep 9, 2024 (634 d)
Travis AldridgeAzimut Investment Advisors LLC asset managerAzg Capital otherOtherMay 8, 2018Jun 22, 2011
Marcelo Ferraz Castro AlvesAzimut Investment Advisors LLC otherFocus Investment Advisors, LLC state registeredOtherJun 1, 2011Jan 1, 2025 (4963 d)
Roberto AlvarezAzimut Investment Advisors LLC otherBrickell Global Advisory, Inc. unclassifiedOtherAug 28, 2008Sep 18, 2012 (1482 d)
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7 moves match.