Letizia Flavia Carlisto
Investment adviser representative at Navis Wealth Advisors LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$902.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Quincy Wells Capital, LLCMay 2026 to now
- Great Point Capital, LLCFeb 2024 to now
- Navis Wealth Advisors LLCApr 2021 to now
- Purshe Kaplan Sterling InvestmentsApr 2021 to Feb 2024
- UBS Financial ServicesMay 2017 to Apr 2021
- Porta Napoli RestaurantSep 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NY).
Navis Wealth Advisors LLC
$902.2MAssets managed
126Clients
7Advisers
5 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
- 6379290
- Firm CRD
- 311171