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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 | 2026-01-30 |
| NY | RA | APPROVED | 2026-01-28 |
Branch Locations
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 | 10/2011 | 08/2017 |
| Morgan Stanley Smith Barney Llc | Miami | FL | 08/2017 | 09/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2023 | 09/2023 |
| Btg Pactual Us Capital Llc | Miami | FL | 11/2023 | 01/2026 |
| Insigneo Securities Llc | Miami | FL | 01/2026 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 01/2026 | Present |
-NAME: INSIGNEO ADVISORY SERVICES LLC ("IAS") Investment related / Address: Miami (Florida) / Nature: Affiliate Firm that offer Investment Advisory products and services / Position: Dually registered Investment adviser / Start date: 01/2026 / Devote 10 hrs/month during securities trading hours / Duties: Investment adviser -PROPERTY RENTAL Investment related / Address: Miami, Florida / Nature: Residential property rental / Position: Owner / Start date: 12/2025 / Devote: 1 hrs/month and 0 hrs/month during securities trading hours / Duties: not involved in the management and day-to-day administration
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-08-15 |
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