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

Jun 11, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

3

Exams

S65|S63

First exam

Jun 11, 2009

First registration

Aug 29, 2019

Dual registered

yes, broker-dealer

Other names

OSCAR EDUARDO FERNANDEZ

IAPD individual key

5152082

• Occurred

  Nov 30, 2023
  Advisor changed firm

  Oscar Eduardo Fernandez Este left Pnc Managed Account Solutions, Inc. for Insigneo Advisory Services, Llc (registered 2023-12-01)

  Form ADVobserved 5 days ago
• Occurred

  Nov 30, 2023
  Advisor changed firm

  Oscar Eduardo Fernandez Este left Pnc Wealth Management for Pnc Managed Account Solutions, Inc. (registered 2022-01-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d357db03-cd23-49ce-85c8-68107dbba76a

First observed

Aug 29, 2019

Last observed

Sep 15, 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.