Zenia Lisette Delgado

Employer firm

Galliott Capital Advisors, LLC CRD 313094

$249M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 07/2020
  Morgan Stanley & Co.
  Los Angeles, CA
• 07/2020 → 03/2022
  Insigneo Advisory Services
  Miami, FL
• 04/2021 → 07/2022
  Galliott Capital Advisors
  Beverly Hills, CA
• 08/2022 → 03/2024
  Insigneo Advisory Services
  Miami, FL
• 03/2024 → Present
  Galliott Capital Advisors
  Beverly Hills, CA

Previous Registrations

• 2022-08-22 → 2024-03-05
  Insigneo Advisory Services, Llc
  Miami, FL
• 2021-04-30 → 2022-07-06
  Galliott Capital Advisors, Llc
  Beverly Hills, CA
• 2020-07-01 → 2022-03-01
  Insigneo Advisory Services, Llc
  Miami, FL
  Beverly Hills, CA
• 2016-06-02 → 2020-07-02
  Morgan Stanley
  Los Angeles, CA
• 2010-07-12 → 2016-06-07
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 2010-07-09 → 2010-08-04
  Deutsche Bank Securities Inc.
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2010-07-07