Alejandro Rubinstein

Employer firm

Insigneo Advisory Services, LLC CRD 282589

$5.16B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• CONSOLIDATION REPORTING AND CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2009 → 12/2020
  Itau Europa Securities Inc
  Miami, FL
• 12/2020 → 01/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 04/2021 → 01/2025
  Bank Of America, N.A.
  Miami, FL
• 01/2025 → Present
  Insigneo Securities Llc
  Miami, FL
• 01/2025 → Present
  Insigneo Advisory Services Llc
  Miami, FL

Previous Registrations

• 2021-05-04 → 2025-01-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL

Other Businesses

-INSIGNEO ADVISORY SERVICES LLC Affiliate, Investment advisor dually registered with Insigneo Advisory Services LLC / Devote 55 hrs/week.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-23

Other Names

• Alejandro M Rubinstein
• Alejandro Muchnik Rubinstein
• Alex Rubinstein