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Renato Bersano Rizzatti

Insigneo Advisory Services, LLC

Kissimmee, FL

Miami, FL

CRD 5632079

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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:

Current Employers
Insigneo Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-30
NY RA APPROVED 2026-01-28
  • FL RA
    APPROVED
    Since 2026-01-30
  • NY RA
    APPROVED
    Since 2026-01-28

Branch Locations

Kissimmee, FL • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2011 → 08/2017
    Miami, FL
  • 08/2017 → 09/2023
    Morgan Stanley Smith Barney Llc
    Miami, FL
  • 05/2023 → 09/2023
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 11/2023 → 01/2026
    Btg Pactual Us Capital Llc
    Miami, FL
  • 01/2026 → Present
    Insigneo Securities Llc
    Miami, FL
  • 01/2026 → Present
    Miami, FL
Previous Registrations
Other Businesses

-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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-12
S63 Uniform Securities Agent State Law Examination 2011-08-15
  • S65 Uniform Investment Adviser Law Examination
    2013-10-12
  • S63 Uniform Securities Agent State Law Examination
    2011-08-15
Other Names
  • Renato Rizzatti
  • Renato Bersano Rizzatti
  • Renato Bersano Rizzatti

View on SEC IAPD

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