RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jose Alfredo Salazar
- Years, as the firm states
- 20reportedinsigneo.com“He brings over 20 years of experience in the financial services industry.”
- Professional profile
- insigneo.com/team/jose-salazarreportedinsigneo.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Insigneo Advisory Services, LLC mixed wealth currentsince Mar 1, 2019 · Miami, Fl
- Morgan Stanley wirehouseFeb 6, 2014 to Jan 7, 2019 · Coral Gables, Fl
- UBS International Inc. unclassifiedJun 3, 2002 to Nov 17, 2003 · Coral Gables, Fl
- UBS Financial Services Inc. wirehouseJan 7, 1999 to Jun 1, 2002 · Coral Gables, Fl
- Morgan Stanley to Insigneo Advisory Services, LLCleft Jan 7, 2019, registered Mar 1, 2019 (53 days) · Wirehouse to affiliated broker-dealer or bank
- UBS International Inc. to Morgan Stanleyleft Nov 17, 2003, registered Feb 6, 2014 (3734 days) · Other
- UBS Financial Services Inc. to UBS International Inc.left Jun 1, 2002, registered Jun 3, 2002 (2 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address