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Current Employers
Insigneo Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-07
NC RA APPROVED 2026-01-06
FL RA APPROVED 2023-09-08
  • CA RA
    APPROVED
    Since 2026-01-07
  • NC RA
    APPROVED
    Since 2026-01-06
  • FL RA
    APPROVED
    Since 2023-09-08

Branch Locations

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

3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134 • 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
Natixis Investment Managers Boston MA 01/2018 09/2018
Plus International Bank Miami FL 01/2016 01/2018
Insigneo Securities Llc Miami FL 01/2023 12/2025
Insigneo Advisory Services Llc Miami FL 07/2023 12/2025
Insigneo Securities Llc Miami FL 01/2026 Present
Insigneo Advisory Services Llc Miami FL 01/2026 Present
Natixis Investment Managers Boston MA 09/2018 10/2020
Natixis Investment Managers Boston MA 10/2020 01/2023
  • 01/2018 → 09/2018
    Natixis Investment Managers
    Boston, MA
  • 01/2016 → 01/2018
    Plus International Bank
    Miami, FL
  • 01/2023 → 12/2025
    Insigneo Securities Llc
    Miami, FL
  • 07/2023 → 12/2025
    Miami, FL
  • 01/2026 → Present
    Insigneo Securities Llc
    Miami, FL
  • 01/2026 → Present
    Miami, FL
  • 09/2018 → 10/2020
    Natixis Investment Managers
    Boston, MA
  • 10/2020 → 01/2023
    Natixis Investment Managers
    Boston, MA
Other Businesses

-INSIGNEO ADVISORY SERVICES LLC (IAS) _ Affiliate RIA _ Miami, FL _ Devote to the business 25 Hrs/week during trading hours. -THE PRIVATE WEALTH GROUP (Florida) _Doing Business As (DBA)_Address: Miami, FL_ Nature: Brand for Brokerage and Advisory Business. It is not itself a broker dealer or an investment advisor and it is not under common ownership with Insigneo Securities LLC or Insigneo Advisory Services LLC_ Position: Investment professional_ Start date: 01/2026_ Duties: servicing clients, trading, advising clients with investment decisions, finding and retaining clients, and supporting the broader group to help provide a higher level of service to our clients. -SHELBURNE BRIDGE CORP_ Non-Investment related_ Address: 380 Giralda Ave; Coral Gables, Florida 33134_ Nature: pass through entity created solely for tax purposes_ Position: owner_ Start date: 12/2025_ Devote: 3 hrs/month and 0 hrs/month during securities trading hours_ Duties: Registered Agent and officer.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-27
S63 Uniform Securities Agent State Law Examination 2018-05-18
  • S65 Uniform Investment Adviser Law Examination
    2023-07-27
  • S63 Uniform Securities Agent State Law Examination
    2018-05-18
Other Names
  • Peter Isern
  • Pedro Ignacio Isern
  • Peter Isern
  • Pedro Ignacio Isern

View on SEC IAPD

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