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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-30 |
| NY | RA | APPROVED | 2026-01-28 |
Branch Locations
Miami Beach, FL • United States
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Miami | FL | 12/2015 | 07/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | 07/2023 |
| Btg Pactual Us Capital, Llc | Miami | FL | 09/2023 | 01/2026 |
| Insigneo Securities Llc | Miami | FL | 01/2026 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 01/2026 | Present |
-NAME: INSIGNEO ADVISORY SERVICES LLC Investment related / Address: Miami (Florida) / Nature: Affiliate Firm that offer investment advisory products and services / Position: Dually registered as Investment adviser / Start date: 01/2026 / Devote: 10 hrs/month during securities trading hours / Duties: Investment adviser
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-04 |
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