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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-22 |
| NY | RA | APPROVED | 2025-05-16 |
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 | New York | NY | 03/2016 | 10/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2016 | 10/2020 |
| Ubs Financial Services Inc | Coral Gables | FL | 10/2020 | 04/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2016 | 11/2020 |
| Btg Pactual Us Capital Llc | Miami | FL | 04/2022 | 05/2025 |
| Btg Pactual Asset Management Us Llc | Miami | FL | 02/2024 | 05/2025 |
| Insigneo Securities Llc | Miami | FL | 05/2025 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 05/2025 | Present |
-INSIGNEO ADVISORY SERVICES LLC (IAS) _ Affiliate RIA _ Miami, FL _ Dually registered with affiliate as Investment Adviser _ Start date: 05/2025 _ Devote: 160 Hrs/Month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-21 |
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