Maria leticia Passoni
Investment adviser representative at Azimut Investment Advisors LLC
11 yearsExperience
1 stateRegistered in
$1BFirm assets
21 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Sanctuary Securities, Inc.Jul 2025 to now
- Azimut Investment Advisors LLCMay 2025 to now
- Azimut Genesis AdvisorsJan 2025 to Jan 2026
- UnemployedJun 2024 to Jan 2025
- Santander Private Banking InternationalSep 2017 to Jun 2024
- UnemployedFeb 2017 to Sep 2017
- XP SecuritiesSep 2015 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Azimut Investment Advisors LLC
$1BAssets managed
384Clients
11Advisers
21 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
- 8027716
- Firm CRD
- 134626