Evelyn Mercedes Benbrahim

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2003-07-01
• S63 Uniform Securities Agent State Law Examination
  1997-09-05

Other Names

• Evelyn Mercedes Garcia