DFX Intelligence

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.

Registered advisor

Renato Bersano Rizzatti

Insigneo Advisory Services, LLCmixed wealthMiami, Fl dual registrantIAPD 5632079

Feed of 09/15/2026

Also filed as Renato Rizzatti

At current firm

0 y

since Jan 28, 2026

In the industry

15 y

since Aug 15, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Insigneo Advisory Services, LLC mixed wealth current
since Jan 28, 2026 · Kissimmee, Fl
Btg Pactual Asset Management US , LLC asset manager
Jan 22, 2024 to Jan 20, 2026 · New York, Ny
Morgan Stanley wirehouse
Oct 16, 2013 to Sep 13, 2023 · Miami, Fl

Moves

a registration end followed by a registration begin elsewhere

Btg Pactual Asset Management US , LLC to Insigneo Advisory Services, LLC
left Jan 20, 2026, registered Jan 28, 2026 (8 days) · Other · moved with a team
Morgan Stanley to Btg Pactual Asset Management US , LLC
left Sep 13, 2023, registered Jan 22, 2024 (131 days) · Other

Signals

Renato Bersano Rizzatti left Btg Pactual Asset Management Us , Llc for Insigneo Advisory Services, Llc (registered 2026-01-28)
Jan 20, 2026 · Advisor changed firm · fact
Renato Bersano Rizzatti left Morgan Stanley for Btg Pactual Asset Management Us , Llc (registered 2024-01-22)
Sep 13, 2023 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Wealth manager with institutional or fund businessderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address