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Felipe Humberto Valbuena Ospina

Insigneo Advisory Services, LLC

Bogota

Miami, FL

CRD 5274409

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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 2026-08-20
  • FL RA
    APPROVED
    Since 2026-08-20

Branch Locations

Bogota • Colombia

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
Efg Bank Bogota 05/2006 12/2018
Efg Capital International Miami FL 01/2011 12/2018
Vectorglobal Wmg Bogota 01/2019 05/2026
Insigneo Securities Llc Miami FL 06/2026 Present
Insigneo Advisory Services Llc Miami FL 06/2026 Present
  • 05/2006 → 12/2018
    Efg Bank
    Bogota
  • 01/2011 → 12/2018
    Efg Capital International
    Miami, FL
  • 01/2019 → 05/2026
    Vectorglobal Wmg
    Bogota
  • 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: Investment Advisor _ Start Date: June 2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-08
  • S66 Uniform Combined State Law Examination
    2019-06-08
Designations
  • Certified Financial Planner
Other Names
  • Felipe Humberto Valbuena Ospina
  • Felipe Valbuena
  • Felipe Humberto Valbuena

View on SEC IAPD

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