Nelson David Spiess

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

• 01/2015 → 07/2025
  Morgan Stanley
  New York, NY
• 02/2015 → 07/2025
  Morgan Stanley Private Bank, National Association
  New York, NY
• 07/2025 → Present
  Insigneo Securities Llc
  New York, NY
• 07/2025 → Present
  Insigneo Advisory Services Llc
  Miami, FL

Previous Registrations

• 2020-05-18 → 2025-08-12
  Morgan Stanley
  New York, NY
  Jericho, NY
  New York, NY
  Long Beach, NY
  New York, NY
  Garden City, NY
• 2009-03-17 → 2015-01-30
  Rbc Capital Markets, Llc
  New York, NY
  Miami, FL
  New York, NY
  New York, NY
  New York, NY

Other Businesses

-INSIGNEO ADVISORY SERVICES LLC (Affiliated), dually registered with the affiliated Firm as Investment adviser, devoted: 20 hrs/week to the affiliate.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-05-13
• S63 Uniform Securities Agent State Law Examination
  1988-05-26

Other Names

• Nelson David Spiess Lubowski