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Current Employers
Insigneo Advisory Services, Llc

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-05-19
TX RA APPROVED 2021-05-05
  • FL RA
    APPROVED
    Since 2021-05-19
  • TX RA
    APPROVED
    Since 2021-05-05

Branch Locations

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

2650 N. Military Trail Suite 210, Boca Raton, FL 33431 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Boca Raton FL 01/2010 04/2021
Morgan Stanley Private Bank, National Association New York NY 01/2015 04/2021
Insigneo Securities Llc Miami FL 04/2021 Present
Insigneo Advisory Services Llc Miami FL 04/2021 Present
  • 01/2010 → 04/2021
    Morgan Stanley Smith Barney
    Boca Raton, FL
  • 01/2015 → 04/2021
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 04/2021 → Present
    Insigneo Securities Llc
    Miami, FL
  • 04/2021 → Present
    Miami, FL
Previous Registrations
Other Businesses

-Insigneo Advisory Services, LLC. Investment related. Managing Director since 04/2021. ----------- -GAP Wealth Management LLC. No investment related_ Address: Boca Raton, FL_ Nature: LLC holds the lease and insurance of Boca Raton operating expenses office that is registered as a branch location_ Position: owner_ Start date: 05/2021_ Devote: 1 hrs/month and 0 hrs/month during securities trading hours_ Duties: Manager and Registered Agent. ----------- -Beach Apartment for rental in Hollywood, FL, start 12/2019, spends 0hr/mo. ----------- -HEXAGON ANGLE LLC_(Doing Business As) Address: Florida / Nature: Registered LLC. Entity to conduct securities and advisory activities. Hexagon Angle LLC is not itself a broker-dealer or an investment advisor and its not under common ownership with Insigneo Securities LLC or Insigneo Advisory Services LLC / Position: owner and manager of the LLC / Start date: 03/2026 / Duties: Investment professional and investment adviser

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-14
  • S66 Uniform Combined State Law Examination
    2000-12-14
Other Names
  • Carlos Van Maanen

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