Ignacio Agustin Barcena

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Miami, FL
• 11/2016 → 10/2021
  Wells Fargo Clearing Services, Llc
  Miami, FL
• 10/2021 → Present
  Insigneo Securities
  Miami, FL
• 10/2021 → Present
  Insigneo Advisory Services Llc
  Miami, FL

Previous Registrations

• 2009-05-04 → 2021-11-03
  Wells Fargo Clearing Services, Llc
  Montevideo
  Miami, FL
  Miami, FL
  Montevideo

Other Businesses

-INSIGNEO ADVISORY SERVICES LLC (Affiliate) as Investment advisor -TEMPANO INVESTMENTS LLC_Address: 799 Crandon Blvd Apt 208, Key Biscayne, FL 33149_Nature: Pass through entity for tax purposes_Position: Owner_Start date: 3/2021_Devote 0 hrs/month and 0hrs/month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-03-31
• S63 Uniform Securities Agent State Law Examination
  2003-06-14

Other Names

• Ignacio Agustin Barcena