Felipe Caicedo Llano

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:

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

Current Employers

Employment History

• 10/2014 → 04/2021
  Morgan Stanley
  Miami, FL
• 04/2021 → Present
  Insigneo Securities Llc
  Miami, FL
• 04/2021 → Present
  Insigneo Advisory Services Llc
  Miami, FL

Previous Registrations

• 2015-07-13 → 2021-05-12
  Morgan Stanley
  Miami, FL
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

Insigneo Advisory Services, LLC. Investment related. Sales Assistant since April 2021. ------ -HEXAGON ANGLE LLC_(Doing Business As) Address: Florida / Nature: Entity to conduct securities and advisory activities. This Entity is not itself a broker-dealer or an investment advisor and its not under common ownership with Insigneo Securities LLC or Insigneo Advisory Services LLC / Position: client associate / Start date: 03/2026

Exams

• S66 Uniform Combined State Law Examination
  2015-07-10

Other Names

• Felipe Caicedo