Juan Carlos Sanchez Costes

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

• 06/2026 → Present
  Insigneo Securities Llc
  Miami, FL
• 06/2026 → Present
  Insigneo Advisory Services Llc
  Miami, FL
• 04/2019 → 01/2023
  Ubs Financial Services Inc.
  Ciudad De Mexico
• 03/2012 → 03/2019
  Banamex / Citibank
  Mexico
• 01/2023 → 04/2026
  Vector Global Wmg
  San Diego, CA
• 04/2026 → 05/2026
  Bbva Global Wealth Advisors, Inc
  Miami, FL

Previous Registrations

• 2023-01-27 → 2026-06-26
  Vectorglobal Iag, Inc.
  Miami, FL
  Miami, FL
• 2026-04-22 → 2026-04-29
  Bbva Global Wealth Advisors, Inc.
  Chula Vista, CA
  Miami, FL
• 2021-07-07 → 2023-02-09
  Ubs Financial Services Inc.
  San Diego, CA

Other Businesses

Insigneo Advisory Services LLC (“IAS”) _ Investment-related _ Address: Miami, FL _ Nature: Affiliate RIA that offers investment advisory products and services _ Position: Investment Advisor _ Start Date: June 2026

Exams

• S66 Uniform Combined State Law Examination
  2020-07-09

Other Names

• Juan Carlos Sanchez Costes
• Juan C. Sanchez Costes