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Gabriel Alfredo Ayerbe Lopez

Insigneo Advisory Services, LLC

Miami, FL

Boca Raton, FL

CRD 6844610

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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
NY RA APPROVED 2023-12-08
FL RA APPROVED 2022-02-22
TX RA APPROVED_RES 2022-02-09
  • NY RA
    APPROVED
    Since 2023-12-08
  • FL RA
    APPROVED
    Since 2022-02-22
  • TX RA
    APPROVED_RES
    Since 2022-02-09

Branch Locations

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

2650 N Military Trail Ste 210, Boca Raton, FL 33431 • 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
Bbo Financial Services Caracas 07/2015 08/2017
Morgan Stanley Boca Raton FL 09/2017 12/2021
Morgan Stanley Private Bank, N.A. New York NY 04/2018 12/2021
Insigneo Securities Llc Miami FL 02/2022 Present
Insigneo Advisory Services Llc Miami FL 02/2022 Present
  • 07/2015 → 08/2017
    Bbo Financial Services
    Caracas
  • 09/2017 → 12/2021
    Boca Raton, FL
  • 04/2018 → 12/2021
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 02/2022 → Present
    Insigneo Securities Llc
    Miami, FL
  • 02/2022 → Present
    Miami, FL
Previous Registrations
Other Businesses

-Insigneo Advisory Services LLC (Dually registered) -HEXAGON ANGLE LLC_(Doing Business As) Address: Florida / Nature: Entity to conduct securities and advisory activities. This Entity is not itself a broker-dealer or an investment advisor and its not under common ownership with Insigneo Securities LLC or Insigneo Advisory Services LLC / Position: Investment professional (broker and financial advisor) / Start date: 03/2026

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-08
  • S66 Uniform Combined State Law Examination
    2018-03-08
Other Names
  • Gabriel Alfredo Ayerbe Lopez
  • Gabriel Alfredo Ayerbe
  • Gabriel Alfredo Ayerbelopez

View on SEC IAPD

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