Harold Jesus Calveira Leon

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

• 05/2016 → 02/2017
  Cal-Maine Foods
  Miami, FL
• 02/2017 → 02/2021
  Wells Fargo Clearing Services Llc
  Miami, FL
• 02/2021 → 12/2021
  Insigneo Securities, Llc
  Miami, FL
• 12/2021 → 11/2022
  Insigneo Securities Llc
  Miami, FL
• 11/2022 → 09/2024
  Insigneo Securities Llc
  Miami, FL
• 09/2023 → 09/2024
  Insigneo International Financial Services, Llc
  Miami, FL
• 11/2022 → 09/2024
  Insigneo Advisory Services Llc
  Miami, FL
• 10/2024 → Present
  Insigneo Securities Llc
  Miami, FL
• 10/2024 → Present
  Insigneo Advisory Services Llc
  Miami, FL
• 10/2024 → 12/2024
  Insigneo International Financial Services Llc
  Miami, FL

Previous Registrations

• 2018-10-10 → 2021-02-24
  Wells Fargo Clearing Services, Llc
  Miami, FL
  St. Louis, MO
  Miami, FL

Other Businesses

- INSIGNEO ADVISORY SERVICES LLC (IAS): Dually registered as an advisor with affiliated RIA under administrative capacity (sales supervision duties).

Exams

• S66 Uniform Combined State Law Examination
  2018-10-08

Other Names

• Harold Calveira