Laura Poo

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

• 02/2015 → 06/2017
  Mercantil Commercebank Investment Services
  Coral Gables, FL
• 06/2017 → 05/2021
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 05/2021 → 08/2022
  Insigneo Securities, Llc
  Miami, FL
• 05/2021 → 08/2022
  Insigneo Advisory Services, Llc
  Miami, FL
• 01/2023 → Present
  Insigneo Securities, Llc
  Miami, FL
• 01/2023 → Present
  Insigneo Advisory Services, Llc
  Miami, FL
• 08/2022 → 12/2022
  Unemployed
  Miami, FL

Previous Registrations

• 2021-05-21 → 2022-08-31
  Insigneo Advisory Services, Llc
  Miami, FL
• 2018-05-14 → 2021-05-21
  Wells Fargo Clearing Services, Llc
  Miami, FL

Other Businesses

-INSIGNEO ADVISORY SERVICES LLC. Investment related. Investment Professional. Since January 2023. -POCH VACATION HOMES LLC. *Not securities related._*Address: 6246 N Miami Ave, Miami, FL 33150_*Nature: Rental property_*Position: Owner. *Start date 12/01/2022 -POCH WEALTH MANAGEMENT LLC: *Not securities related_*Address: Miami Springs, FL 33166_*Nature: manage expenses as financial advisor_*Position: Owner/manager_*Start date: 01/06/2023_*Devote 0 hrs/month. Devoted 0 hrs/month during trading hours. -HONEST WEALTH LLC (DBA) *Investment related_*Address: Miami, FL_*Nature: Brokerage and Advisory business_*Date filed: 01/05/2023.

Exams

• S66 Uniform Combined State Law Examination
  2018-05-11

Other Names

• Laura Poo
• Laura Poo Abrante
• Laura Poo Abrante