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Current Employers
Insigneo Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PR RA APPROVED 2025-08-07
FL RA APPROVED 2025-07-15
DE RA APPROVED 2025-07-11
CT RA APPROVED 2025-07-10
NJ RA APPROVED 2025-07-10
NY RA APPROVED 2025-07-10
  • PR RA
    APPROVED
    Since 2025-08-07
  • FL RA
    APPROVED
    Since 2025-07-15
  • DE RA
    APPROVED
    Since 2025-07-11
  • CT RA
    APPROVED
    Since 2025-07-10
  • NJ RA
    APPROVED
    Since 2025-07-10
  • NY RA
    APPROVED
    Since 2025-07-10

Branch Locations

410 Park Avenue Suite 420, New York, NY 10022 • United States

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

New York, NY • 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
Citibank N.A. New York NY 05/2011 06/2025
Insigneo Securities Llc Miami FL 07/2025 Present
Insigneo Advisory Services Llc Miami FL 07/2025 Present
  • 05/2011 → 06/2025
    Citibank N.A.
    New York, NY
  • 07/2025 → Present
    Insigneo Securities Llc
    Miami, FL
  • 07/2025 → Present
    Miami, FL
Previous Registrations
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-03
S63 Uniform Securities Agent State Law Examination 2011-08-01
  • S65 Uniform Investment Adviser Law Examination
    2012-02-03
  • S63 Uniform Securities Agent State Law Examination
    2011-08-01
Other Names
  • Lisandro Jose Chanlatte

View on SEC IAPD

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