Marcello Zaffaroni

Current Employers

Employment History

• 06/2014 → 11/2024
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 11/2024
  Suntrust Advisory Services
  Atlanta, GA
• 01/2025 → 05/2025
  Sanctuary Securiites, Inc.
  Miami, FL
• 01/2025 → 05/2025
  Sanctuary Advisors Llc
  Miami, FL
• 05/2025 → Present
  Insigneo Securities Llc
  Miami, FL
• 05/2025 → Present
  Insigneo Advisory Services Llc
  Miami, FL

Previous Registrations

• 2025-01-14 → 2025-06-04
  Sanctuary Advisors, Llc
  Miami, FL
• 2016-09-09 → 2024-11-19
  Truist Advisory Services, Inc.
  Miami, FL
  Coral Gables, FL
• 2014-09-03 → 2016-12-31
  Truist Investment Services, Inc.
  Coral Springs, FL
  Coral Gables, FL
  Coral Gables, FL
  Davie, FL

Other Businesses

1) Name: The Heart of Saint Mary Foundation Inc. Position: Treasurer Nature: Charitable florida foundation Investment Related: No Hours: 5 Securities Trading Hours: 2 Start Date: 1/8/2024 Address: 2600 S Douglas Rd Suite 710, Coral Gables FL 33134, United States Description: Treasurer, Duties include; review budget, investment performance vs. expenses, donation requests, and participate in annual charity selections ---------------------------- INSIGNEO ADVISORY SERVICES LLC (IAS) _ Affiliate RIA _ dually registered as Investment adviser with the affiliate, devote to the other business: 140 hrs/month ---------------------------- Hillguard Wealth Management, LLC_ Doing Business As (DBA) / Investment Related / Address: Delaware, US / Nature: Brand used for Brokerage and Advisory Business / Start date: 05/2025. ---------------------------- FINMARX Inc. No investment related_ Address: Incorporated in Delaware_ Principal Address: Coral Gables, FL_ Nature: Provide bookkeeping, accounting support, and general administrative services to affiliated entities, including Hillguard Wealth Management and Zavi LLC. This activity does not involve securities transactions, investment advice, asset management, or referral/solicitation activities, and does not involve Insigneo clients and it does not operate as a pass-through entity for third-party funds._ Position: Owner_ Start date: 12/2025_ Devoted: 8 hrs/month and 4 hrs/month during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2014-08-29
• S63 Uniform Securities Agent State Law Examination
  2002-06-21

Other Names

• Marcello Miguel Zaffaroni