DFX Intelligence

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

MICHAEL ROBERT AVERETT

Advisor at INSIGNEO ADVISORY SERVICES, LLC

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:4b14970f-598f-2222-9c31-cc4255e8dc53

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 1
Observed: Sep 6, 2016 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Michael Robert Averett

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Sep 2, 2016
First registration: Sep 6, 2016
Dual registered: yes, broker-dealer
Other names: MICHAEL ROBERT AVERETT|Michael Averett
IAPD individual key: 5311774

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	Feb 23, 2024	n/a	yes	MIAMI, FL	Current employment
BOLTON GLOBAL ASSET MANAGEMENT	Bd affiliated wealth	Mar 31, 2022	Jan 26, 2024	no	MIAMI, FL\|BOLTON, MA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Sep 6, 2016	Feb 11, 2022	no	MIAMI, FL\|Miami, FL\|Miami, FL\|MIAMI, FL\|NEW YORK, NY\|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
BOLTON GLOBAL ASSET MANAGEMENT	INSIGNEO ADVISORY SERVICES, LLC	Jan 26, 2024	Feb 23, 2024	28	Firm change	RIA to RIA
CITIGROUP GLOBAL MARKETS INC.	BOLTON GLOBAL ASSET MANAGEMENT	Feb 11, 2022	Mar 31, 2022	48	Firm change	Ibd to RIA

Relationships

Registered with (3)

→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Feb 23, 2024 to presentfactForm ADV
→ BOLTON GLOBAL ASSET MANAGEMENTRegistered adviserregistration: previous registration
Mar 31, 2022 to Jan 26, 2024factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Sep 6, 2016 to Feb 11, 2022factForm ADV

Dated events

Occurred
Jan 26, 2024
Advisor changed firm
Michael Robert Averett left Bolton Global Asset Management for Insigneo Advisory Services, Llc (registered 2024-02-23)
Form ADVobserved 5 days ago
Occurred
Feb 11, 2022
Advisor changed firm
Michael Robert Averett left Citigroup Global Markets Inc. for Bolton Global Asset Management (registered 2022-03-31)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b14970f-598f-2222-9c31-cc4255e8dc53
First observed: Sep 6, 2016
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.

MICHAEL ROBERT AVERETT

Advisor at INSIGNEO ADVISORY SERVICES, LLC

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:4b14970f-598f-2222-9c31-cc4255e8dc53

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:30 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

INSIGNEO ADVISORY SERVICES, LLC

Mixed wealth

Feb 23, 2024

n/a

yes

MIAMI, FL

Current employment

BOLTON GLOBAL ASSET MANAGEMENT

Bd affiliated wealth

Mar 31, 2022

Jan 26, 2024

MIAMI, FL|BOLTON, MA

Previous registration

CITIGROUP GLOBAL MARKETS INC.

Bd affiliated wealth

Sep 6, 2016

Feb 11, 2022

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

BOLTON GLOBAL ASSET MANAGEMENT

INSIGNEO ADVISORY SERVICES, LLC

Jan 26, 2024

Feb 23, 2024

Firm change

RIA to RIA

CITIGROUP GLOBAL MARKETS INC.

BOLTON GLOBAL ASSET MANAGEMENT

Feb 11, 2022

Mar 31, 2022

Firm change

Ibd to RIA