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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-27 |
| TX | RA | APPROVED_RES | 2024-02-24 |
Branch Locations
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Miami | FL | 06/2009 | 02/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2024 |
| Insigneo Securities Llc | Miami | FL | 02/2024 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 02/2024 | Present |
INSIGNEO ADVISORY SERVICES LLC (Affiliate) AS INVESTMENT ADVISOR SPENDING APPROX.120 HRS/MONTHLY STARTING FEB 2024 - PHOENIX PRIVATE WEALTH MANAGEMENT LLC and Doing Business As (DBA)_ Investment related_ Address: 2665 South Bayshore Drive Ste 703 Miami FL 33133_Nature: Financial Services Brokerage and Advisory business_ Position: Managing Director 50% ownership_Start date: 10/2025_Devoted hours: 200 hrs/month and 160 hrs/month during securities trading hours_ Duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-19 |
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