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1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-08-04 |
| NY | RA | APPROVED | 2025-07-29 |
| TX | RA | APPROVED | 2025-07-29 |
Branch Locations
410 Park Avenue Suite 420, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 01/2015 | 07/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 07/2025 |
| Insigneo Securities Llc | New York | NY | 07/2025 | Present |
| Insigneo Advisory Services Llc | Miami | FL | 07/2025 | Present |
-INSIGNEO ADVISORY SERVICES LLC (Affiliated), dually registered with the affiliated Firm as Investment adviser, devoted: 20 hrs/week to the affiliate.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-26 |
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