Letizia Carlisto has been an investment adviser representative at Navis Wealth Advisors since April 2021, and is not listed among the firm’s executive officers or direct owners. Letizia Carlisto holds a BA in Business Management from Manhattanville College.
Navis Wealth Advisors LLC is a Rye Brook, NY firm with $902M under management, 126 clients and 6 advisers across 2 offices, as of its September 2026 filing.
Letizia Carlisto is Head of Advisory Operations and Wealth Advisor at Navis Wealth Advisors. She helps craft and deliver customized financial planning solutions for clients. Before joining Navis, she spent four years with UBS Financial Services, working with several financial advisors.
Letizia Carlisto’s longest registration is the current one, 5 years at Navis Wealth Advisors since 2021. Before joining Navis Wealth Advisors in 2021, Letizia Carlisto was registered through UBS Financial Services Inc.
- Navis Wealth Advisors LLCCurrent– present · 5 yearsRye Brook, NY · Adviser representative · Firm CRD 311171
- UBS Financial Services Inc.– · 2 yearsWhite Plains, NY · Adviser representative · Firm CRD 8174
Professional designations
Listed by Navis Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Letizia Carlisto is registered as an investment adviser representative in New York, since April 2021.
- New YorkSince 16 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 3 December 2018 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 12 April 2018 |
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Full name
- Letizia Flavia Carlisto
- CRD
- 6379290
- Firm
- Navis Wealth Advisors · CRD 311171
- Office
- 800 WESTCHESTER AVENUE, SUITE 700, Rye Brook, NY 10573
- Registration
- Investment adviser and broker registrations
- In the industry since
- April 2018
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- naviswealth.com
Where does Letizia Carlisto work?
Letizia Carlisto is an investment adviser representative registered through Navis Wealth Advisors LLC since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Letizia Carlisto a financial advisor?
Yes. Letizia Carlisto has a current investment-adviser registration in New York, through Navis Wealth Advisors since April 2021.
How many years of experience does Letizia Carlisto have?
Letizia Carlisto has 8 years in the financial industry, since April 2018, across 2 adviser firms.
What exams has Letizia Carlisto passed?
Letizia Carlisto has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2018. FINRA credited Letizia Carlisto with the SIE, which began in October 2018.
Where did Letizia Carlisto work before Navis Wealth Advisors?
Before Navis Wealth Advisors, Letizia Carlisto was registered through UBS Financial Services Inc., December 2018 to April 2021.
Where is Letizia Carlisto based?
Letizia Carlisto’s registered office is in Rye Brook, NY.
Is Letizia Carlisto registered with FINRA?
Yes. Letizia Carlisto has a current broker registration, under CRD 6379290.
Source: FINRA BrokerCheck
Is Letizia Carlisto a CFP?
Navis Wealth Advisors lists Letizia Carlisto with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Letizia Carlisto’s record?
Search CRD 6379290 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Letizia Carlisto’s full registration record.
