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Insigneo Advisory Services, LLC CRD 282589
$5.16B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-03-23 |
| FL | RA | APPROVED | 2023-03-22 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Miami, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Coral Gables | FL | 05/2012 | 12/2019 |
| Morgan Stanley Smith Barney Llc | Aventura | FL | 12/2019 | 02/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2020 | 02/2023 |
| Insigneo Securities Llc | Miami | FL | 02/2023 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 02/2023 | Present |
-INSIGNEO ADVISORY SERVICES LLC_Dually registered since February 2023. Advisory services, Investment related, financial advisor. 15-20 hours approx devote to this business and during trading hours. -LEGACY ADVISORY GROUP Doing Business As (DBA). FL-US_Filed date: 06/26/23_Its a brand name, not registered Entity_DBA for brokerage and advisory business. -MAX ADVISOR CORP_Non-Securities related / Address: Miami, FL / Nature: Pass through for tax purposes / Position: President and owner / Start date: 04/2023 / Devote: 1 hrs/month and 0 hrs/month during trading hours. -RESIDENTIAL REAL ESTATE_Investment related / Address: Vail, Colorado / Nature: Residential real estate rental / Position: owner 50% / Start date: 09/2025 / Devote: 1 hr/month and 0 hr/month during securities trading hours / Duties: the owner is not involved in day-to-day management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-03 |
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