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.

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 1, 2006earliest registration or exam on IAPD

Years in industry

20derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Exams

S66

First exam

Oct 12, 2006

First registration

Oct 13, 2006

Dual registered

yes, broker-dealer

Other names

JUAN FERNANDEZ|JUAN MANUEL RAMOS FERNANDEZ|Juan Manuel Ramos Fernandez|JUAN MANUEL RAMOS FERNANDEZ|JuanManuel Ramos Fernandez|JUAN MANUEL FERNANDEZ

IAPD individual key

1702099

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b3d24df4-0ea5-ea05-6f1f-e4f9b7e71a12

First observed

Oct 13, 2006

Last observed

Sep 14, 2026 4 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.