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Current Employers
Insigneo Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-12-04
NY RA APPROVED 2023-11-03
FL RA APPROVED 2023-11-01
  • DE RA
    APPROVED
    Since 2025-12-04
  • NY RA
    APPROVED
    Since 2023-11-03
  • FL RA
    APPROVED
    Since 2023-11-01

Branch Locations

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

3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • United States

Miami, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Coral Gables FL 08/2014 10/2023
Morgan Stanley Private Bank, National Association New York NY 01/2015 10/2023
Insigneo Securities Llc Miami FL 10/2023 Present
Insigneo Advisory Services Llc Miami FL 10/2023 Present
  • 08/2014 → 10/2023
    Coral Gables, FL
  • 01/2015 → 10/2023
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 10/2023 → Present
    Insigneo Securities Llc
    Miami, FL
  • 10/2023 → Present
    Miami, FL
Previous Registrations
Other Businesses

-INSIGNEO ADVISORY SERVICES LLC (Affiliate). Dually registered as Investment Adviser

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-03-31
S63 Uniform Securities Agent State Law Examination 2011-10-10
  • S66 Uniform Combined State Law Examination
    2014-03-31
  • S63 Uniform Securities Agent State Law Examination
    2011-10-10

View on SEC IAPD

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