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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
CA RA APPROVED 2025-11-04
GA RA APPROVED 2025-11-04
FL RA APPROVED 2025-04-01
  • CA RA
    APPROVED
    Since 2025-11-04
  • GA RA
    APPROVED
    Since 2025-11-04
  • FL RA
    APPROVED
    Since 2025-04-01

Branch Locations

3011 Ponce De Leon, Suite 1410, Coral Gables, FL 33134 • United States

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

Coral Gables, FL • 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
Hsbc Securities (Usa) Inc. Miami FL 07/2016 07/2018
Hsbc Bank Usa N.A. Miami FL 07/2016 07/2018
Citi Private Bank Miami FL 07/2018 03/2025
Insigneo Securities Llc Miami FL 03/2025 Present
Insigneo Advisory Services Llc Miami FL 03/2025 Present
Previous Registrations
Other Businesses

-INSIGNEO ADVISORY SERVICES LLC_ Affiliate, dually registered with the affiliate / Devote 12 hrs/week. -ALPHA DRACO LLC_Securities Related / Address: Miami, FL / Nature: Investment vehicle to do personal investments in non public companies / Position: owner / Start date: 02/2025 / Devote: 1 hrs/month and 0 hrs/month during trading hours. -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: Investment professional / Start date: 03/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-08
  • S66 Uniform Combined State Law Examination
    2017-05-08
Other Names
  • Reynaldo Hellmund
  • Reynaldo Hellmund Fonseca
  • Reynaldo Hellmund Fonseca

View on SEC IAPD

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