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Current Employers
Insigneo Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-12-20
FL RA APPROVED 2021-07-09
  • NY RA
    APPROVED
    Since 2023-12-20
  • FL RA
    APPROVED
    Since 2021-07-09

Branch Locations

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

Miami, FL • United States

Disclosures

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.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Miami FL 05/2009 11/2016
Wells Fargo Clearing Services, Llc Miami FL 11/2016 05/2021
Insigneo Securities Llc Miami FL 05/2021 Present
Insigneo Advisory Services Llc Miami FL 05/2021 Present
Previous Registrations
Other Businesses

Insigneo Advisory Services, LLC. Investment related. Managing Director since May 2021. 160 hours dedicated to this outside business activity during security trading hours. ------- Green Grove Wealth Management LLC: Doing Business As (DBA). _Address: Miami, Florida_ Nature: Registered LLC, established to conduct securities and advisory activities through Insigneo Securities LLC and Insigneo Advisory Services LLC. Green Grove Wealth Management is not itself a broker dealer or an investment advisor and is not under common ownership with Insigneo Securities LLC or Insigneo Advisory Services._ Position: Member 25% ownership and Manager of the LLC_ Start date: 05/2021._ Devoted: 160 hrs/month_ Duties: Investment professional. ------ Fortunata & Pecunia LLC: Non Securities related._ Address: Miami, Florida._ Nature: Registered LLC established for expense and tax purposes in connection with my independent contractor activities_ Position: Owner._ Start date: 05/2021._ Devote 0 hrs month and 0 hrs/month during securities trading hours_ Duties: Manager of the LLC. ------- Sisi D Designs LLC: Non Securities related_ Address: Miami, FL_ Nature: The activity involves interior design services, residential design planning, furniture selection, upholstery, and décor recommendations. _ Position: Owner._ Start date: 11/2022_ Devote: 20 hrs/month and 6 hrs/month during securities trading hours. Duties: Interior designer. ------- S49 Investments LLC Non investment related._ Address: 1643 Brickell Ave, Suite 701; Miami 33129. _ Nature: The company is involved in renewable energy, waste-to-energy, and related technologies._ Position: Member 49% ownership._ Start date: 10/02/2023._ Devote 0hrs/month and 0 hrs/month during trading hours. Duties: no job duties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-22
S63 Uniform Securities Agent State Law Examination 1998-05-18
  • S65 Uniform Investment Adviser Law Examination
    1998-05-22
  • S63 Uniform Securities Agent State Law Examination
    1998-05-18
Other Names
  • Isadora Delllano
  • Sisi Delllano
  • Isadora Melissa Delllano

View on SEC IAPD

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