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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

RENATA MUSSALEM MACHADO

Advisor at INSIGNEO ADVISORY SERVICES, LLC

Coral Gables, FL | MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:067feb13-81cb-692a-0f3e-6578d0451469

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 24, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INSIGNEO ADVISORY SERVICES, LLC
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 29, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 7
Exams: S65|S66
First exam: Oct 29, 2008
First registration: May 24, 2013
Dual registered: yes, broker-dealer
Other names: RENATA MUSSALEM MACHADO|RENATA ICKOWICZ|RENATA MUSSALEM MACHADO ICKOWICZ|RENATA MACHADO|RENATA MUSSALEM
IAPD individual key: 5351423

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INSIGNEO ADVISORY SERVICES, LLC	Mixed wealth	Aug 11, 2021	n/a	yes	MIAMI, FL\|Coral Gables, FL\|MIAMI, FL	Current employment
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.	Mixed wealth	Nov 21, 2019	Nov 6, 2020	no	MIAMI, FL	Previous registration
EFG CAPITAL ADVISORS INC.	Former SEC adviser	May 15, 2014	Feb 22, 2019	no	MIAMI, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 24, 2013	Apr 21, 2014	no	MIAMI, FL\|MIAMI, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.	INSIGNEO ADVISORY SERVICES, LLC	Nov 6, 2020	Aug 11, 2021	278	Firm change	RIA to RIA
EFG CAPITAL ADVISORS INC.	EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.	Feb 22, 2019	Nov 21, 2019	272	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	EFG CAPITAL ADVISORS INC.	Apr 21, 2014	May 15, 2014	24	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
112224:158905:FL:2019-02-22	Feb 22, 2019	Nov 21, 2019	MIAMI, FL	Firm change

Relationships

Registered with (4)

→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Aug 11, 2021 to presentfactForm ADV
→ EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.Registered adviserregistration: previous registration
Nov 21, 2019 to Nov 6, 2020factForm ADV
→ EFG CAPITAL ADVISORS INC.Registered adviserregistration: previous registration
May 15, 2014 to Feb 22, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 24, 2013 to Apr 21, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:067feb13-81cb-692a-0f3e-6578d0451469
First observed: May 24, 2013
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RENATA MUSSALEM MACHADO

Advisor at INSIGNEO ADVISORY SERVICES, LLC

Coral Gables, FL | MIAMI, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:067feb13-81cb-692a-0f3e-6578d0451469

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:14 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

INSIGNEO ADVISORY SERVICES, LLC

Mixed wealth

Aug 11, 2021

n/a

yes

MIAMI, FL|Coral Gables, FL|MIAMI, FL

Current employment

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

Mixed wealth

Nov 21, 2019

Nov 6, 2020

MIAMI, FL

Previous registration

EFG CAPITAL ADVISORS INC.

Former SEC adviser

May 15, 2014

Feb 22, 2019

MIAMI, FL

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

May 24, 2013

Apr 21, 2014

MIAMI, FL|MIAMI, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

INSIGNEO ADVISORY SERVICES, LLC

Nov 6, 2020

Aug 11, 2021

278

Firm change

RIA to RIA

EFG CAPITAL ADVISORS INC.

EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.

Feb 22, 2019

Nov 21, 2019

272

Firm change

RIA to RIA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EFG CAPITAL ADVISORS INC.

Apr 21, 2014

May 15, 2014

Firm change

Other

Team

Left

Joined

From

Kind

112224:158905:FL:2019-02-22

Feb 22, 2019

Nov 21, 2019

MIAMI, FL

Firm change