Juan Carlos Costas

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

• 01/2012 → 10/2016
  Unemployed
  San Juan, PR
• 10/2016 → 08/2019
  Digital Intl Bank
  San Juan, PR
• 09/2019 → 11/2019
  Unemployed
  San Juan, PR
• 11/2019 → Present
  Insigneo Securities, Llc
  Miami, FL
• 11/2019 → Present
  Insigneo Advisory Services, Llc
  Miami, FL

Previous Registrations

• 2002-12-12 → 2008-08-08
  Ubs Financial Services Inc.
  Washington, DC
  Washington, DC

Other Businesses

-ASSOCIATED WITH AFFILIATE RIA INSIGNEO ADVISORY SERVICES IN FINANCIAL ADVISORY SPENDS APPROX. 2 HRS/MONTHLY. -COSFER LLC_Investment related / Address: Charleston, SC / Nature: securities trading related / Position: owner 50% and control person / Start date: 11/2024 / Devote 2 hrs/month and 0 hrs/month during trading hours / Duties: overseeing the investment portfolio and suggest asset allocation distribution.

Exams

• S66 Uniform Combined State Law Examination
  2021-05-06

Other Names

• Juan Carlos Costas Ferraro