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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

GUILLERMO PORRAS

Advisor at INSIGNEO ADVISORY SERVICES, LLC

MIAMI, FL

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Search this name across graphsid dfx:ria:4693ea07-45d6-73a3-7cb2-90e276e90134

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Mar 28, 2007 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: Sep 23, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 23, 2006
First registration: Mar 28, 2007
Dual registered: yes, broker-dealer
Other names: GUILLERMO PORRAS|GUILLERMO PORRAS VALDES
IAPD individual key: 4946605

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	Jun 24, 2025	n/a	yes	MIAMI, FL	Current employment
BCI SECURITIES, INC.	Mixed wealth	Jan 3, 2024	Jun 12, 2025	no	MIAMI, FL	Previous registration
EFG CAPITAL INTERNATIONAL CORP.	Former SEC adviser	Apr 30, 2021	Jul 13, 2021	no	MIAMI, FL	Previous registration
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.	Mixed wealth	Dec 23, 2019	Jul 6, 2022	no	MIAMI, FL	Previous registration
EFG CAPITAL ADVISORS INC.	Former SEC adviser	Jul 11, 2016	Feb 22, 2019	no	MIAMI, FL	Previous registration
EFG CAPITAL ADVISORS LLC	Former SEC adviser	Nov 28, 2011	Nov 6, 2014	no	MIAMI, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jun 1, 2009	Oct 6, 2011	no	Miami, FL	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Mar 28, 2007	Jun 1, 2009	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
BCI SECURITIES, INC.	INSIGNEO ADVISORY SERVICES, LLC	Jun 12, 2025	Jun 24, 2025	12	Firm change	RIA to ibd
EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.	EFG CAPITAL INTERNATIONAL CORP.	Jul 6, 2022	Apr 30, 2021	-432	Firm change after gap	Other
EFG CAPITAL INTERNATIONAL CORP.	BCI SECURITIES, INC.	Jul 13, 2021	Jan 3, 2024	904	Firm change after gap	Other
EFG CAPITAL ADVISORS INC.	EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.	Feb 22, 2019	Dec 23, 2019	304	Firm change	RIA to RIA
EFG CAPITAL ADVISORS LLC	EFG CAPITAL ADVISORS INC.	Nov 6, 2014	Jul 11, 2016	613	Channel change	Other
MORGAN STANLEY	EFG CAPITAL ADVISORS LLC	Oct 6, 2011	Nov 28, 2011	53	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY	Jun 1, 2009	Jun 1, 2009	0	Bulk transfer	Other

Team moves

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

Team	Left	Joined	From	Kind
158905:40118:FL:2022-07-06	Jul 6, 2022	Apr 30, 2021	MIAMI, FL	Firm change after gap
112224:158905:FL:2019-02-22	Feb 22, 2019	Dec 23, 2019	MIAMI, FL	Firm change

Relationships

Registered with (8)

→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jun 24, 2025 to presentfactForm ADV
→ BCI SECURITIES, INC.Registered adviserregistration: previous registration
Jan 3, 2024 to Jun 12, 2025factForm ADV
→ EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP.Registered adviserregistration: previous registration
Dec 23, 2019 to Jul 6, 2022factForm ADV
→ EFG CAPITAL INTERNATIONAL CORP.Registered adviserregistration: previous registration
Apr 30, 2021 to Jul 13, 2021factForm ADV
→ EFG CAPITAL ADVISORS INC.Registered adviserregistration: previous registration
Jul 11, 2016 to Feb 22, 2019factForm ADV
→ EFG CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Nov 28, 2011 to Nov 6, 2014factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jun 1, 2009 to Oct 6, 2011factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Mar 28, 2007 to Jun 1, 2009factForm ADV

Dated events

Occurred
Jun 12, 2025
Advisor changed firm
Guillermo Porras left Bci Securities, Inc. for Insigneo Advisory Services, Llc (registered 2025-06-24)
Form ADVobserved 5 days ago
Occurred
Jul 6, 2022
Advisor changed firm
Guillermo Porras left Efg Private Wealth Management (Americas) Corp. for Efg Capital International Corp. (registered 2021-04-30)
Form ADVobserved 5 days ago