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Evelyn Mercedes Benbrahim

Insigneo Advisory Services, LLC

Miami, FL

New York, NY

New York, NY

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Current Employers
Insigneo Advisory Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-10-02
NY RA APPROVED 2023-09-21
  • FL RA
    APPROVED
    Since 2023-10-02
  • NY RA
    APPROVED
    Since 2023-09-21

Branch Locations

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

410 Park Avenue Suite 420, New York, NY 10022 • United States

New York, NY • 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
Morgan Stanley New York NY 08/2013 09/2023
Morgan Stanley Private Bank, National Association New York NY 01/2015 09/2023
Insigneo Securities, Llc New York NY 09/2023 Present
Insigneo Advisory Services, Llc Miami FL 09/2023 Present
  • 08/2013 → 09/2023
    Morgan Stanley
    New York, NY
  • 01/2015 → 09/2023
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 09/2023 → Present
    Insigneo Securities, Llc
    New York, NY
  • 09/2023 → Present
    Insigneo Advisory Services, Llc
    Miami, FL
Previous Registrations
  • 2013-09-03 → 2023-09-29
    Morgan Stanley
    New York, NY
  • 2012-10-01 → 2013-08-06
    J.P. Morgan Securities Llc
    New York, NY
    New York, NY
    New York, NY
  • 2003-07-11 → 2012-10-01
    Chase Investment Services Corp.
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
Other Businesses

-INSIGNEO ADVISORY SERVICES, LLC - DUAL REGISTRATION AS FINANCIAL ADVISOR SPENDING APPROX 5 HOURS PER WEEK

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-07-01
S63 Uniform Securities Agent State Law Examination 1997-09-05
  • S65 Uniform Investment Adviser Law Examination
    2003-07-01
  • S63 Uniform Securities Agent State Law Examination
    1997-09-05
Other Names
  • Evelyn Mercedes Garcia

View on SEC IAPD

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EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. · MIAMI, FL
PILOTAI WEALTH · MIAMI, FL
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