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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

MARCELO BORRELLI

Advisor at INSIGNEO ADVISORY SERVICES, LLC

Miami, FL | MIAMI, FL

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Search this name across graphsid dfx:ria:3ec95008-78bf-edd5-a6c8-fd796e88d53e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 24, 1999 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: May 24, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S63
First exam: Dec 22, 1999
First registration: May 24, 1999
Dual registered: yes, broker-dealer
IAPD individual key: 3180638

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	Oct 6, 2020	n/a	yes	Miami, FL\|MIAMI, FL	Current employment
ANDBANC ADVISORY LLC	Independent wealth	Oct 19, 2016	Sep 30, 2020	no	MIAMI, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Jun 2, 2016	no	Miami, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Feb 11, 2003	Jun 1, 2009	no	MIAMI, FL\|MIAMI, FL	Previous registration
MORGAN STANLEY DW INC.	n/a	May 24, 1999	Feb 13, 2003	no	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
ANDBANC ADVISORY LLC	INSIGNEO ADVISORY SERVICES, LLC	Sep 30, 2020	Oct 6, 2020	6	Firm change	RIA to RIA
MORGAN STANLEY	ANDBANC ADVISORY LLC	Jun 2, 2016	Oct 19, 2016	139	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	CITIGROUP GLOBAL MARKETS INC.	Feb 13, 2003	Feb 11, 2003	-2	Firm change	Other

Relationships

Registered with (5)

→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Oct 6, 2020 to presentfactForm ADV
→ ANDBANC ADVISORY LLCRegistered adviserregistration: previous registration
Oct 19, 2016 to Sep 30, 2020factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Jun 2, 2016factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Feb 11, 2003 to Jun 1, 2009factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
May 24, 1999 to Feb 13, 2003factForm ADV

Dated events

No dated event names this entity yet.