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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

MOISES NUDEL

Advisor at INSIGNEO ADVISORY SERVICES, LLC

BOCA RATON, FL | MIAMI, FL

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Search this name across graphsid dfx:ria:53d57ab8-2a23-1478-058a-b9117ea1b429

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 9, 2014 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: Mar 3, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Mar 3, 2006
First registration: May 9, 2014
Dual registered: yes, broker-dealer
Other names: MOISES NUDEL-RUSSEK
IAPD individual key: 4439353

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	Apr 25, 2016	n/a	yes	BOCA RATON, FL\|MIAMI, FL	Current employment
INSIGNEO WEALTH ADVISORS, LLC	Former SEC adviser	May 9, 2014	Jul 31, 2017	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
INSIGNEO WEALTH ADVISORS, LLC	INSIGNEO ADVISORY SERVICES, LLC	Jul 31, 2017	Apr 25, 2016	-462	Firm change after gap	Other

Relationships

Registered with (2)

→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Apr 25, 2016 to presentfactForm ADV
→ INSIGNEO WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
May 9, 2014 to Jul 31, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:53d57ab8-2a23-1478-058a-b9117ea1b429
First observed: May 9, 2014
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.