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President/chief Compliance Officer · Azzendo Wealth Advisors

Catherina M. Pareto

CRD 4623442 · Named on Form ADV at one SEC-registered adviser

At a glance

Azzendo Wealth Advisors, an SEC-registered wealth manager based in Coral Gables, FL with $300 million in regulatory assets, lists Catherina M. Pareto on its Form ADV as President/chief Compliance Officer, a control person.

Firms and roles

  • Azzendo Wealth AdvisorsPresident/chief Compliance OfficerWealth manager · Coral Gables, FL · $300M in regulatory assets

AtlasMembers

Catherina’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Catherina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.