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Melissa Michelle Cobas Leon

Insigneo Advisory Services, LLC

Miami, FL

San Juan, PR

CRD 6777650

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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 2025-06-13
PR RA APPROVED 2025-05-16
  • FL RA
    APPROVED
    Since 2025-06-13
  • PR RA
    APPROVED
    Since 2025-05-16

Branch Locations

1221 Brickell Avenue 27Th Floor, Miami, FL 33131 • United States

San Juan, PR • 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
Citi International Financial Services Llc San Juan PR 07/2018 07/2022
Citibank Na San Juan PR 07/2018 07/2022
Citibank Na San Juan PR 04/2017 07/2018
University Of Puerto Rico San Juan PR 01/2017 05/2021
Unemployed San Juan PR 08/2016 03/2017
Insigneo Securities Llc Miami FL 08/2022 Present
Insigneo International Financial Services Llc San Juan PR 08/2022 12/2024
Insigneo Securities, Llc San Juan PR 12/2024 12/2024
Insigneo Advisory Services Llc Miami FL 05/2025 Present
  • 07/2018 → 07/2022
    Citi International Financial Services Llc
    San Juan, PR
  • 07/2018 → 07/2022
    Citibank Na
    San Juan, PR
  • 04/2017 → 07/2018
    Citibank Na
    San Juan, PR
  • 01/2017 → 05/2021
    University Of Puerto Rico
    San Juan, PR
  • 08/2016 → 03/2017
    Unemployed
    San Juan, PR
  • 08/2022 → Present
    Insigneo Securities Llc
    Miami, FL
  • 08/2022 → 12/2024
    Insigneo International Financial Services Llc
    San Juan, PR
  • 12/2024 → 12/2024
    Insigneo Securities, Llc
    San Juan, PR
  • 05/2025 → Present
    Miami, FL
Other Businesses

INSIGNEO ADVISORY SERVICES LLC (IAS) _ Affiliate RIA _ Miami, FL _ Client Associate _ May 2025

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-11
  • S66 Uniform Combined State Law Examination
    2023-10-11
Other Names
  • Melissa Michelle Cobas

View on SEC IAPD

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