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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

ALBERTO VALDES

Advisor at INSIGNEO ADVISORY SERVICES, LLC

Houston, TX | MIAMI, FL

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Search this name across graphsid dfx:ria:3467eb78-5616-6498-b0b2-5cc3436cfeb3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 10, 2012 to Sep 15, 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: May 23, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 3
Exams: S63|S65
First exam: May 23, 2008
First registration: Feb 10, 2012
Dual registered: yes, broker-dealer
Other names: ALBERTO VALDES-MONTERO
IAPD individual key: 5515605

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, 2025	n/a	yes	MIAMI, FL\|Houston, TX\|Houston, TX	Current employment
VECTORGLOBAL IAG, INC.	Former SEC adviser	Feb 12, 2025	Aug 26, 2025	no	Houston, TX\|MIAMI, FL	Previous registration
ALTERNA WEALTH MANAGEMENT, INC.	Independent wealth	Feb 25, 2021	Feb 11, 2025	no	HOUSTON, TX	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Feb 10, 2012	Dec 14, 2020	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX	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
VECTORGLOBAL IAG, INC.	INSIGNEO ADVISORY SERVICES, LLC	Aug 26, 2025	Aug 11, 2025	-15	Firm change	RIA to ibd
ALTERNA WEALTH MANAGEMENT, INC.	VECTORGLOBAL IAG, INC.	Feb 11, 2025	Feb 12, 2025	1	Firm change	RIA to RIA
PNC MANAGED ACCOUNT SOLUTIONS, INC.	ALTERNA WEALTH MANAGEMENT, INC.	Dec 14, 2020	Feb 25, 2021	73	Firm change	Ibd to RIA

Relationships

Registered with (4)

→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Aug 11, 2025 to presentfactForm ADV
→ VECTORGLOBAL IAG, INC.Registered adviserregistration: previous registration
Feb 12, 2025 to Aug 26, 2025factForm ADV
→ ALTERNA WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Feb 25, 2021 to Feb 11, 2025factForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
Feb 10, 2012 to Dec 14, 2020factForm ADV

Dated events

Occurred
Aug 26, 2025
Advisor changed firm
Alberto Valdes left Vectorglobal Iag, Inc. for Insigneo Advisory Services, Llc (registered 2025-08-11)
Form ADVobserved 5 days ago
Occurred
Feb 11, 2025
Advisor changed firm
Alberto Valdes left Alterna Wealth Management, Inc. for Vectorglobal Iag, Inc. (registered 2025-02-12)
Form ADVobserved 5 days ago