Luiz david Xavier Azambuja
Investment adviser representative at Stonecrest Advisors, Inc.
13 yearsExperience
1 stateRegistered in
$398.8MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Stonecrest Advisors, Inc.Oct 2024 to now
- Stonecrest Capital Markets, Inc.Oct 2024 to now
- Memorial Pembroke HospitalApr 2023 to now
- Insigneo Advisory Services LLCFeb 2018 to Sep 2024
- Insigneo Securities LLCFeb 2018 to Sep 2024
- Kovack Securities, Inc.Jun 2017 to Feb 2018
- Capital Guardian, LLCJan 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Stonecrest Advisors, Inc.
$398.8MAssets managed
477Clients
20Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6151823
- Firm CRD
- 142095