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

Aug 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Exams

S66

First exam

Aug 12, 2011

First registration

Aug 15, 2011

Dual registered

yes, broker-dealer

Other names

JUAN FRANCISCO CLEMENZA

IAPD individual key

5836770

• Occurred

  Jan 2, 2026
  Advisor changed firm

  Juan Clemenza left Citigroup Global Markets Inc. for Insigneo Advisory Services, Llc (registered 2026-08-05)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fec58b96-133d-490d-3259-dad336468f67

First observed

Aug 15, 2011

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.