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

ANDRES BRIK

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:87569946-99e6-e5af-0bae-dfeb021adfb5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 17, 2010 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: Nov 15, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 6
Exams: S66
First exam: Nov 15, 2010
First registration: Nov 17, 2010
Dual registered: yes, broker-dealer
Other names: ANDRES BRIK|ANDRES BRIK|ANDRES BRIK
IAPD individual key: 5619043

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	Sep 15, 2020	n/a	yes	MIAMI, FL	Current employment
UBS FINANCIAL SERVICES INC.	Wirehouse	Nov 13, 2015	Oct 2, 2020	no	CORAL GABLES, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 17, 2010	Nov 17, 2015	no	CORAL GABLES, 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
UBS FINANCIAL SERVICES INC.	INSIGNEO ADVISORY SERVICES, LLC	Oct 2, 2020	Sep 15, 2020	-17	Firm change	Wirehouse to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	UBS FINANCIAL SERVICES INC.	Nov 17, 2015	Nov 13, 2015	-4	Firm change	Wirehouse to wirehouse

Team moves

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

Team	Left	Joined	From	Kind
8174:282589:FL:2020-10-02	Oct 2, 2020	Sep 15, 2020	CORAL GABLES, FL	Firm change
7691:8174:FL:2015-11-04	Nov 17, 2015	Nov 13, 2015	CORAL GABLES, FL	Firm change

Relationships

Registered with (3)

→ INSIGNEO ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Sep 15, 2020 to presentfactForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Nov 13, 2015 to Oct 2, 2020factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 17, 2010 to Nov 17, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87569946-99e6-e5af-0bae-dfeb021adfb5
First observed: Nov 17, 2010
Last observed: Sep 14, 2026 5 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.

ANDRES BRIK

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:87569946-99e6-e5af-0bae-dfeb021adfb5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:34 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

INSIGNEO ADVISORY SERVICES, LLC

Mixed wealth

Sep 15, 2020

n/a

yes

MIAMI, FL

Current employment

UBS FINANCIAL SERVICES INC.

Wirehouse

Nov 13, 2015

Oct 2, 2020

CORAL GABLES, FL

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Nov 17, 2010

Nov 17, 2015

CORAL GABLES, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

UBS FINANCIAL SERVICES INC.

INSIGNEO ADVISORY SERVICES, LLC

Oct 2, 2020

Sep 15, 2020

-17

Firm change

Wirehouse to RIA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

Nov 17, 2015

Nov 13, 2015

-4

Firm change

Wirehouse to wirehouse

Team

Left

Joined

From

Kind

8174:282589:FL:2020-10-02

Oct 2, 2020

Sep 15, 2020

CORAL GABLES, FL

Firm change

7691:8174:FL:2015-11-04

Nov 17, 2015

Nov 13, 2015

CORAL GABLES, FL

Firm change