Lisandro J Chanlatte

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

• 05/2011 → 06/2025
  Citibank N.A.
  New York, NY
• 07/2025 → Present
  Insigneo Securities Llc
  Miami, FL
• 07/2025 → Present
  Insigneo Advisory Services Llc
  Miami, FL

Previous Registrations

• 2012-02-06 → 2025-06-06
  Citigroup Global Markets Inc.
  New York, NY
  Ny, NY
  New York, NY
  New York, NY
  Ny, NY

Other Businesses

-INSIGNEO ADVISORY SERVICES LLC (Affiliate), dually registered with the affiliated Firm as investment adviser, devoted to the other business 5 hrs/week. -BAP DEVELOPMENT, REAL ESTATE DEVELOPMENT FIRM (2601 S. BAYSHORE DRIVE, 10TH FLOOR, MIAMI FLORIDA); ADVISORY BOARD MEMBER; MAY 2011; 10 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; ADVISORY SERVICES ON STRATEGY AND BUSINESS DEVELOPEMENT -AC GLOBAL INVESTMENT PARTNERS LLC_ Doing business As (DBA)_ Investment related_ Address: 3585 Palmetto Ave Coconut Grove, FL 33133_Nature: Conduct Brokerage and Advisory Business through Insigneo Securities LLC and Insigneo Advisory Services LLC,_ Position: Founder and General Partner_Start date: 07/2025_ Devoted: 160 hrs/month during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-03
• S63 Uniform Securities Agent State Law Examination
  2011-08-01

Other Names

• Lisandro Jose Chanlatte