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Insigneo Advisory Services, LLC CRD 282589
$5.16B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-20 |
| NY | RA | APPROVED | 2025-05-18 |
Branch Locations
410 Park Avenue Suite 420, New York, NY 10022 • United States
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 Smith Barney | New York | NY | 04/2010 | 06/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 06/2019 |
| Oppenheimer & Co., Inc | New York | NY | 06/2019 | 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 as Investment Advisor _ Devote 160 hrs/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-19 |
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