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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 2026-06-12
TX RA APPROVED 2026-06-10
  • FL RA
    APPROVED
    Since 2026-06-12
  • TX RA
    APPROVED
    Since 2026-06-10

Branch Locations

1300 Post Oak Blvd Suite 500, Houston, TX 77056 • 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
Actinver Securities, Inc. Houston TX 05/2016 05/2021
Vectorglobal Wmg Houston TX 05/2021 05/2026
Insigneo Securities Llc Miami FL 06/2026 Present
Insigneo Advisory Services Llc Miami FL 06/2026 Present
  • 05/2016 → 05/2021
    Actinver Securities, Inc.
    Houston, TX
  • 05/2021 → 05/2026
    Vectorglobal Wmg
    Houston, TX
  • 06/2026 → Present
    Insigneo Securities Llc
    Miami, FL
  • 06/2026 → Present
    Miami, FL
Previous Registrations
Other Businesses

Insigneo Advisory Services LLC (“IAS”) _ Investment-related _ Address: Miami, FL _ Nature: Affiliate RIA that offers investment advisory products and services _ Position: Client Associate _ Start Date: June 2026 Devote hours as needed. ------------------------------------------------------------ -Name Of Business: Daylight Studio LLC Non investment related_ Address: Houston, TX_ Nature: Local wellness studio specializing in yoga and meditation classes_ Position: Yoga teacher and meditation instructor_ Start date: 01/2022_ Devote 8 hrs/month and 4 hrs/month during securities trading hours. ------------------------------------------------------------

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-14
S63 Uniform Securities Agent State Law Examination 2016-02-01
  • S65 Uniform Investment Adviser Law Examination
    2018-05-14
  • S63 Uniform Securities Agent State Law Examination
    2016-02-01
Other Names
  • Ana Paulina Merino
  • Ana Paulina Merino Rubio

View on SEC IAPD

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