Carlos Francisco Van Maanen

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

• 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
  Insigneo Advisory Services Llc
  Miami, FL

Previous Registrations

• 2010-01-28 → 2021-05-18
  Morgan Stanley
  Boca Raton, FL
  Boca Raton, FL
• 2010-01-01 → 2010-01-22
  Ubs Financial Services Inc.
  Coral Gables, FL
  Boca Raton, FL
• 2002-06-03 → 2010-01-01
  Ubs International Inc.
  Boca Raton, FL
  Boca Raton, FL
  Coral Gables, FL
• 2000-11-09 → 2002-06-01
  Ubs Financial Services Inc.
  Boca Raton, FL

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

• S66 Uniform Combined State Law Examination
  2000-12-14

Other Names

• Carlos Van Maanen