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.
SEC-registered adviser
Insigneo Advisory Services, LLC
Latest filing Jun 8, 2026
First filing on the tape Feb 3, 2016 · 52 filings
SEC status approved since Feb 22, 2016
RAUM
$5.2B
reported, Item 5.F
Discretionary
40%
of RAUM
Private clients
44%
$2.3B individuals and HNW
Advisors
222
registered through the firm on IAPD
RAUM per advisor
$23.3M
derived; firm RAUM over IAPD count
Employees
223
178 advisory (5.B.1)
Offices
16
beyond the principal office
Private funds
1
reported on Schedule D
History
52 filings and snapshots on the tape
RAUM$5.2B as of Jun 8, 2026
Mar 29, 2017$112M then
HNW client RAUM$1.5B as of Jun 8, 2026
Mar 29, 2018$161M then
State-registered IARs (5.B.3)180 as of Jun 8, 2026
Mar 29, 20176 then
Employees (5.A)223 as of Jun 8, 2026
Mar 29, 201716 then
Private funds1 as of Jun 8, 2026
Mar 30, 20231 then
RAUM +43% over the last fiscal year+39% a year over threeIARs 158 to 180offices 15 to 16
Practice profile
derived from the filing of Jun 8, 2026; every figure names its basis
Archetypes, each a printed rule
- Broker-dealer affiliated · Item 7.A.1 (broker-dealer affiliate) and at least 50 registered representatives (Item 5.B.2), or the adviser is itself a broker-dealer (6.A.1)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $23.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 15derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $1.0MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 40%derivedof RAUM
- Institutional
- 0.7%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 13.1derived17 offices incl. principal (1.F.5)
- RAUM growth, one year
- +43%derivedbetween the last two annual amendments
- Advisor growth, one year
- +14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +29%derived
- Compensation
- percentage of assets, fixed fees, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Wrap fee program
- $2.8BreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Corporations and businesses$2.6B50%
- High-net-worth individuals$1.5B28%
- Individuals$835M16%
- Banks and thrifts$160M3.1%
- Pooled investment vehicles$67.2M1.3%
- Insurance companies$17.3M0.3%
- Charitable organizations$9.0M0.2%
- Pension and profit-sharing plans$8.5M0.2%
- Individual clients
- 3,013reported
- HNW clients
- 402reported
- Pension plan clients
- 16reported
- Charitable clients
- 3reported
- Accounts
- 5,107reported
- Financial planning clients
- reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.44 fund_share=0.01 institutional_share=0.01 related_bd=true related_bank=false bd_reps=211.0derived
Advisors registered through the firm
222 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Moises Nudel | Boca Raton, Fl | Apr 25, 2016 | 20 y | 1 |
| Tomas Lopez Vargas | Miami, Fl | Jun 30, 2016 | 18 y | 1 |
| Ahmed Riesgo | Palmetto Bay, Fl | Sep 8, 2016 | 20 y | 3 |
| Oscar M Melian | Miami, Fl | Nov 7, 2016 | 34 y | 3 |
| Astrid Amaranta Arias Ruiz | Miami, Fl | Jun 9, 2017 | 11 y | 0 |
| Cesar Augusto Arana | Miami, Fl | Jul 31, 2017 | 20 y | 5 |
| Juan Benjamin Gonzalez Alzaga | Miami, Fl | Jul 31, 2017 | 18 y | 2 |
| Martin Latugaye | Montevideo | Jul 31, 2017 | 18 y | 2 |
| Robert Ter Braak | Montevideo | Jul 31, 2017 | 18 y | 2 |
| Hernan Nosiglia | Pembroke Pines, Fl | Nov 15, 2017 | 21 y | 3 |
| Nicholas Patino | Coral Gables, Fl | Dec 12, 2017 | 19 y | 4 |
| Jose Omar RodriguezCertified Financial Planner | Coral Gables, Fl | Feb 1, 2018 | 31 y | 2 |
| Luis Heliodoro Navas | Miami, Fl | Mar 9, 2018 | 22 y | 2 |
| Luiz David Azambuja | Miami, Fl | Mar 9, 2018 | 24 y | 7 |
| Javier Rivero | Miami, Fl | Mar 27, 2018 | 24 y | 4 |
| Christian Morgan Bagshaw | Miami, Fl | Apr 20, 2018 | 31 y | 4 |
| Humberto Jose Vega | Ocala, Fl | Jul 31, 2018 | 22 y | 3 |
| Jorge De Apodaca | Miami, Fl | Jul 31, 2018 | 22 y | 3 |
| Jonathan Albert Ender | Miami, Fl | Jul 31, 2018 | 24 y | 3 |
| Gerardo Ivan Castillo | Miami, Fl | Jul 31, 2018 | 24 y | 3 |
| Christian Pierce Watson | Miami, Fl | Feb 15, 2019 | 21 y | 2 |
| Jose Alfredo Salazar | Miami, Fl | Mar 1, 2019 | 27 y | 3 |
| Minerva Rodriguez | Miami, Fl | Mar 27, 2019 | 20 y | 3 |
| Carlos Edmundo Bonadies | Miami, Fl | May 8, 2019 | 25 y | 2 |
| Mariela Cecilia Arana Landaeta | Miami, Fl | Aug 19, 2019 | 21 y | 3 |
| Felix Jose Dones-Pagan | San Juan, Pr | Oct 11, 2019 | 16 y | 1 |
| Mariana Foerster | Miami, Fl | Nov 20, 2019 | 19 y | 3 |
| Javier David Rodriguez | Carolina, Pr | Feb 4, 2020 | 12 y | 1 |
| Cecilia Maria Socorro Fuenmayor | Pembroke Pines, Fl | Feb 13, 2020 | 17 y | 0 |
| Salvador Roberto Diaz-Bazan | Boston, Ma | Mar 4, 2020 | 25 y | 2 |
| Edoardo G Ribetti | Miami, Fl | May 14, 2020 | 24 y | 5 |
| Miguel Benigno Carrillo | Miami, Fl | Aug 10, 2020 | 28 y | 3 |
| Albert Alexander PhilionCertified Financial Planner | Miami, Fl | Sep 1, 2020 | 33 y | 2 |
| Andres Brik | Miami, Fl | Sep 15, 2020 | 15 y | 2 |
| Jaime M Musa | Charlotte, Nc | Sep 22, 2020 | 13 y | 1 |
| Jose Nader Calero | Miami, Fl | Sep 25, 2020 | 16 y | 0 |
| Marcelo Borrelli | Miami, Fl | Oct 6, 2020 | 27 y | 4 |
| Zoraida Caridad Diaz | Miami, Fl | Oct 13, 2020 | 32 y | 5 |
| Cristina Beatrice MendezCertified Financial Planner | Miami, Fl | Oct 13, 2020 | 27 y | 4 |
| Jose Antonio Vidal | Miami, Fl | Oct 28, 2020 | 29 y | 2 |
Advisor movement
1 left, 23 joined in 12 months
net +22 in 12 months0 left in 90 days4 joined in 90 daysdeparture rate 0.5% of current headcount23 left over 36 months
Left, latest
- Nicolas Guido Schreiber to Ipg Investment Advisors, LLCFeb 2, 2026 · Affiliated broker-dealer or bank to independent RIA
- Diana Lorena Gazzola to GentrustSep 15, 2025 · Affiliated broker-dealer or bank to independent RIA
- Aida Iris Velazquez to Oppenheimer & Co. Inc.Sep 8, 2025 · Affiliated broker-dealer or bank to another
- Luis Bruzual to J.P. Morgan Securities LLCSep 5, 2025 · Affiliated broker-dealer or bank to wirehouse
- Luis Enrique Jocelyn-Holt to Ucap AmericasJul 22, 2025 · Affiliated broker-dealer or bank to independent RIA
- Maria Genoveva Hernandez to Banorte Asset Management, Inc.Jun 24, 2025 · Affiliated broker-dealer or bank to independent RIA
- Ahmed M Roshdy to Edward JonesMay 9, 2025 · Affiliated broker-dealer or bank to another
- Jessica Estela Rodriguez to Bbva Global Wealth Advisors, Inc.Apr 17, 2025 · Affiliated broker-dealer or bank to independent RIA
- Massiel Rodriguez Romero to Morgan StanleyMar 31, 2025 · Affiliated broker-dealer or bank to wirehouse
- Nicolas A Jimenez to Morgan StanleyFeb 28, 2025 · Affiliated broker-dealer or bank to wirehouse
- Patrick Simon to Aventura Private Wealth, LLCNov 12, 2024 · Affiliated broker-dealer or bank to a newly registered adviser
- Roberto Ruiz Velez to Mora Capital Management, LLCOct 10, 2024 · Affiliated broker-dealer or bank to independent RIA
- Luiz David Xavier Azambuja to Stonecrest Advisors, Inc.Oct 1, 2024 · Affiliated broker-dealer or bank to independent RIA
- Jose A Lau to Bbva Global Wealth Advisors, Inc.Oct 1, 2024 · Affiliated broker-dealer or bank to independent RIA
- Shmuel Isaac Maya to Aventura Private Wealth, LLCSep 4, 2024 · Affiliated broker-dealer or bank to independent RIA
Joined, latest
- Leopoldo Enrique Ferris Wallis from Oppenheimer & Co. Inc.Sep 10, 2026 · Affiliated broker-dealer or bank to independent RIA
- Juan Clemenza from Citigroup Global Markets Inc.Aug 5, 2026 · Affiliated broker-dealer or bank to independent RIA
- Juan C Londono from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 9, 2026 · Wirehouse to independent RIA
- Alvaro Felipe Quintero Corredor from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 9, 2026 · Wirehouse to independent RIA
- Lorenzo Matias Guzman from Seaview Investment Managers LLCJun 17, 2026 · Other
- Juan Carlos Sanchez Costes from Bbva Global Wealth Advisors, Inc.Jun 8, 2026 · RIA to RIA
- Alejandro M Guardiola from Forem Investments LLCMay 13, 2026 · Other
- Natalia Techera from Wells Fargo AdvisorsApr 30, 2026 · Wirehouse to independent RIA
- Diego Castillo Escoriaza from Creand ManagementApr 21, 2026 · RIA to RIA
- Andrea Constanza Daniela Narbona Letelier from Vectorglobal Iag, Inc.Mar 12, 2026 · RIA to affiliated broker-dealer or bank
- Eduardo Solano Arroyo from Bolton Global Asset ManagementMar 10, 2026 · RIA to affiliated broker-dealer or bank
- Carlos Manuel Asilis from Glovista Investments Puerto RicoFeb 24, 2026 · Other
- Renato Bisconcini from Btg Pactual Asset Management US , LLCJan 28, 2026 · Other
- Renato Bersano Rizzatti from Btg Pactual Asset Management US , LLCJan 28, 2026 · Other
- Fernando Perez Castillo from Morgan StanleyJan 5, 2026 · Wirehouse to affiliated broker-dealer or bank
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Aventura Private Wealth, LLCSep 4, 2024 · Miami, Fl
- 2 left for Galliott Capital Advisors, LLCMar 1, 2022 · Beverly Hills, Ca
- 2 left for Insight Securities, Inc.May 8, 2018 · Miami, Fl
- 2 left for Wells Fargo AdvisorsNov 29, 2016 · Miami, Fl
- 2 joined from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 10, 2026 · Miami, Fl
- 2 joined from Btg Pactual Asset Management US , LLCJan 20, 2026 · Kissimmee, Fl
- 3 joined from Raymond James & Associates, Inc.Nov 20, 2025 · Palmetto Bay, Fl
- 4 joined from Stonex International Advisors IncAug 1, 2025 · Miami, Fl
- 2 joined from Sanctuary Advisors, LLCJun 4, 2025 · Miami, Fl
- 2 joined from Advisory Investor Services LLCMar 8, 2024 · Miami, Fl
- 2 joined from Morgan StanleyFeb 22, 2024 · Miami, Fl
- 10 joined from Pnc Managed Account Solutions, Inc.Nov 30, 2023 · Houston, Tx · Firm absorbed
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Insigneo Access-Vintage Fund I LP | Private Equity Fund | $26.8M | 30 | Apr 29, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Cecilia Mariela Arana Landaeta · Head Of Client Relationscontrolsince 07/2019 · owns less than 5%
- Washington George Arnett · General Counsel And Corporate Secretary/Directorcontrolsince 12/2024 · owns less than 5%
- Robert Michael Averett · Chief Revenue Officercontrolsince 02/2024 · owns less than 5%
- Francisco Nunez · Directorcontrolsince 12/2024 · owns less than 5%
- Javier Rivero · President And Chief Operating Officer/Directorcontrolsince 12/2024 · owns less than 5%
- Federico Mariano Scandizzo · Head Of Asset Management And Portfolio Managercontrolsince 04/2022 · owns less than 5%
- Moises Valladares-Torres · Chief Compliance Officercontrolsince 04/2024 · owns less than 5%
- Raul Henriquez · Trusteecontrolsince 12/2006 · owns F of Rh Revocable Trust
- Roxana Sara Silva Henriquez · Trusteecontrolsince 02/2017 · owns F of Rh Children'S Trust
Entity owners
- Insigneo Financial Group, LLC · Member - Class Adirect · owns 75% or more
- Insigneo Puerto Rico · Member - Class Bdirect · owns 10% to 25%
- Insigneo Puerto Rico Partnership Holdings LLC · Member - Class Bdirect · owns 10% to 25%
- Insigneo Securities Partnership Holdings LLC · Member - Class Bdirect · owns 10% to 25%
- Insigneo Financial Group, LLC · Memberindirect · owns 75% or more of Insigneo Securities Partnership Holdings LLC
- Insigneo Financial Group, LLC · Memberindirect · owns 75% or more of Insigneo Puerto Rico Partnership Holdings LLC
- Northeastgis Holdings, Inc. · Shareholderindirect · owns 25% to 50% of Insigneo Financial Group, LLC
- R-Henriquez Holdings, LLC · Memberindirect · owns 75% or more of Northeastgis Holdings, Inc.
- Rh Children'S Trust · Memberindirect · owns 25% to 50% of R-Henriquez Holdings, LLC
- Rh Revocable Trust · Memberindirect · owns 75% or more of R-Henriquez Holdings, LLC
Related persons
Schedule D 7.A
- Hencorp Valores, Ltdapooled vehicle sponsorn
- Hencorp, S.A De C.V.broker-dealern
- Insigneo Access Gp LLCpooled vehicle sponsory
- Insigneo Argentina, Sauinvestment advisern
- Insigneo Asesores De Inversion Latam S.Ainvestment advisern
- Insigneo Asesorias Financieras Spainvestment advisern
- Insigneo Capital S.A.pooled vehicle sponsorn
- Insigneo International Asesores De Inversion, Uruguay S.A.investment advisern
- Insigneo Securities, LLCbroker-dealerreal estaten
- Mbh Capital Advisors S.R.Linvestment advisern
Advisers that list Insigneo Advisory Services, LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Miami, Fl · principal | 221 | 56 | 0 | ||
| Coral Gables, Fl | 33 | 7 | 0 | ||
| New York, Ny | 16 | 2 | 1 | ||
| Houston, Tx | 9 | 4 | 0 | ||
| San Juan, Pr | 7 | 1 | 0 | ||
| Palmetto Bay, Fl | 6 | 2 | 0 | ||
| Aventura, Fl | 3 | 1 | 0 | ||
| Boca Raton, Fl | 3 | 0 | 0 | ||
| Davie, Fl | 3 | 0 | 0 | ||
| Doral, Fl | 3 | 0 | 0 | ||
| Key Biscayne, Fl | 3 | 0 | 0 | ||
| Weston, Fl | 3 | 1 | 0 | ||
| Laredo, Tx | 2 | 1 | 0 | ||
| Miami Beach, Fl | 2 | 1 | 0 | ||
| Fort Lauderdale, Fl | 2 | 1 | 0 | ||
| Pembroke Pines, Fl | 2 | 0 | 0 | ||
| Cutler Bay, Fl | 2 | 0 | 0 | ||
| Charlotte, Nc | 2 | 0 | 0 | ||
| Beverly Hills, Ca | 2 | 2 | 0 | ||
| Pearland, Tx | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Coral Gables, FL19 employees
- New York, NY8 employees
- Montevideo, Uruguay8 employees
- Houston, TX6 employees
- San Juan, PR4 employees
- Santiago, Chile3 employees
- Boca Raton, FL3 employees
- Aventura, FL3 employees
- Montevideo, Uruguay2 employees
- Boston, MA1 employees
- Cali, Colombia1 employees
- El Cajon, CA1 employees
- Laredo, TX1 employees
- Montevideo, Uruguay1 employees
- San Antonio, TX1 employees
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jun 8, 2026HENRIQUEZ, RAUL (TRUSTEE) left Schedule A between the filings of 2024-12-04 and 2026-06-08peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Jun 8, 2026VALLADARES-TORRES, MOISES (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-12-04 and 2026-06-08peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing Jun 8, 2026Silva Henriquez, Sara, Roxana (TRUSTEE) left Schedule A between the filings of 2024-12-04 and 2026-06-08peers: independent wealth managers, $5B to $20B (289)
- discretionary share shiftChange between filings · filing Mar 31, 2026discretionary share of RAUM moved from 72.0% to 40.0% between the annual amendments of 2025-03-24 and 2026-03-31peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Accounts · 4,142 to 5,107Jan 5, 2026 to Mar 31, 2026
- Advisory employees · 188 to 178Jan 5, 2026 to Mar 31, 2026
- BD registered reps · 156 to 211Jan 5, 2026 to Mar 31, 2026
- Charity clients · unset to 3.0Jan 5, 2026 to Mar 31, 2026
- Corporate clients · 677 to 1,025Jan 5, 2026 to Mar 31, 2026
- HNW clients · 308 to 402Jan 5, 2026 to Mar 31, 2026
- Individual clients · 2,348 to 3,013Jan 5, 2026 to Mar 31, 2026
- Pension plan clients · 8 to 16Jan 5, 2026 to Mar 31, 2026
- Employees · 197 to 223Jan 5, 2026 to Mar 31, 2026
- State-registered IARs · 158 to 180Jan 5, 2026 to Mar 31, 2026
- Other offices · 15 to 16Jan 5, 2026 to Mar 31, 2026
- Discretionary RAUM · $2.6B to $2.1BJan 5, 2026 to Mar 31, 2026
- HNW RAUM · $1.1B to $1.5BJan 5, 2026 to Mar 31, 2026
- Individual RAUM · $712M to $835MJan 5, 2026 to Mar 31, 2026
- Non-discretionary RAUM · $1.0B to $3.1BJan 5, 2026 to Mar 31, 2026
- Pension RAUM · $4.7M to $8.5MJan 5, 2026 to Mar 31, 2026
- Pooled vehicle RAUM · $66.2M to $67.2MJan 5, 2026 to Mar 31, 2026
- RAUM · $3.6B to $5.2BJan 5, 2026 to Mar 31, 2026
- Other offices · 14 to 15Jun 11, 2025 to Aug 6, 2025
- Financial planning clients · unset to Mar 24, 2025 to Jun 11, 2025
- Other offices · 15 to 14Mar 24, 2025 to Jun 11, 2025
- Accounts · 3,802 to 4,142Dec 4, 2024 to Mar 24, 2025
- Advisory employees · 168 to 188Dec 4, 2024 to Mar 24, 2025
- BD registered reps · 180 to 156Dec 4, 2024 to Mar 24, 2025
- Corporate clients · 753 to 677Dec 4, 2024 to Mar 24, 2025
- HNW clients · 367 to 308Dec 4, 2024 to Mar 24, 2025
- Individual clients · 2,549 to 2,348Dec 4, 2024 to Mar 24, 2025
- Pension plan clients · unset to 8.0Dec 4, 2024 to Mar 24, 2025
- Employees · 185 to 197Dec 4, 2024 to Mar 24, 2025
- State-registered IARs · 156 to 158Dec 4, 2024 to Mar 24, 2025
- Discretionary RAUM · $2.2B to $2.6BDec 4, 2024 to Mar 24, 2025
- HNW RAUM · $1.0B to $1.1BDec 4, 2024 to Mar 24, 2025
- Individual RAUM · $637M to $712MDec 4, 2024 to Mar 24, 2025
- Non-discretionary RAUM · $824M to $1.0BDec 4, 2024 to Mar 24, 2025
- Pension RAUM · unset to 4726411.0Dec 4, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $41.8M to $66.2MDec 4, 2024 to Mar 24, 2025
- RAUM · $3.1B to $3.6BDec 4, 2024 to Mar 24, 2025
- Accounts · 2,910 to 3,802Dec 20, 2023 to Mar 28, 2024
- Advisory employees · 154 to 168Dec 20, 2023 to Mar 28, 2024
- BD registered reps · 160 to 180Dec 20, 2023 to Mar 28, 2024
Signals
60 dated events
- Leopoldo Enrique Ferris Wallis added a FL registration at Insigneo Advisory Services, LlcSep 14, 2026 · New state registration · fact
- Leopoldo Enrique Ferris Wallis added a DE registration at Insigneo Advisory Services, LlcSep 11, 2026 · New state registration · fact
- Leopoldo Enrique Ferris Wallis added a NJ registration at Insigneo Advisory Services, LlcSep 11, 2026 · New state registration · fact
- Leopoldo Enrique Ferris Wallis added a NY registration at Insigneo Advisory Services, LlcSep 10, 2026 · New state registration · fact
- 2 advisors left Merrill Lynch, Pierce, Fenner & Smith Incorporated (Miami, FL) for Insigneo Advisory Services, LLC on the same dayJun 10, 2026 · Team lift-out · derived
- Insigneo Advisory Services, Llc reported RAUM $5.2B, up 43% from $3.6B (2026-01-05 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- Nicolas Guido Schreiber left Insigneo Advisory Services, Llc for Ipg Investment Advisors, Llc (registered 2026-02-24)Feb 2, 2026 · Advisor changed firm · fact
- 2 advisors left Btg Pactual Asset Management US , LLC (Kissimmee, FL) for Insigneo Advisory Services, LLC on the same dayJan 20, 2026 · Team lift-out · derived
- 3 advisors left Raymond James & Associates, Inc. (Palmetto Bay, FL) for Insigneo Advisory Services, LLC on the same dayNov 20, 2025 · Team lift-out · derived
- Diana Lorena Gazzola left Insigneo Advisory Services, Llc for Gentrust (registered 2025-10-22)Sep 15, 2025 · Advisor changed firm · fact
- Aida Iris Velazquez left Insigneo Advisory Services, Llc for Oppenheimer & Co. Inc. (registered 2025-09-15)Sep 8, 2025 · Advisor changed firm · fact
- Luis Bruzual left Insigneo Advisory Services, Llc for J.P. Morgan Securities Llc (registered 2025-10-02)Sep 5, 2025 · Advisor changed firm · fact
- 4 advisors left Stonex International Advisors Inc (Miami, FL) for Insigneo Advisory Services, LLC on the same dayAug 1, 2025 · Team lift-out · derived
- Luis Enrique Jocelyn-Holt left Insigneo Advisory Services, Llc for Ucap Americas (registered 2025-07-18)Jul 22, 2025 · Advisor changed firm · fact
- Maria Genoveva Hernandez left Insigneo Advisory Services, Llc for Banorte Asset Management, Inc. (registered 2025-06-23)Jun 24, 2025 · Advisor changed firm · fact
- 2 advisors left Sanctuary Advisors, LLC (Miami, FL) for Insigneo Advisory Services, LLC on the same dayJun 4, 2025 · Team lift-out · derived
- Ahmed M Roshdy left Insigneo Advisory Services, Llc for Edward Jones (registered 2025-05-12)May 9, 2025 · Advisor changed firm · fact
- Jessica Estela Rodriguez left Insigneo Advisory Services, Llc for Bbva Global Wealth Advisors, Inc. (registered 2025-06-02)Apr 17, 2025 · Advisor changed firm · fact
- Massiel Rodriguez Romero left Insigneo Advisory Services, Llc for Morgan Stanley (registered 2025-04-17)Mar 31, 2025 · Advisor changed firm · fact
- Nicolas A Jimenez left Insigneo Advisory Services, Llc for Morgan Stanley (registered 2026-08-19)Feb 28, 2025 · Advisor changed firm · fact
- Francisco Nunez (Director) appeared on Schedule A of Insigneo Advisory Services, LlcDec 4, 2024 · Control person joined · fact
- Patrick Simon left Insigneo Advisory Services, Llc for Aventura Private Wealth, Llc (registered 2024-11-21)Nov 12, 2024 · Advisor changed firm · fact
- Roberto Ruiz Velez left Insigneo Advisory Services, Llc for Mora Capital Management, Llc (registered 2024-12-16)Oct 10, 2024 · Advisor changed firm · fact
- Luiz David Xavier Azambuja left Insigneo Advisory Services, Llc for Stonecrest Advisors, Inc. (registered 2025-01-10)Oct 1, 2024 · Advisor changed firm · fact
- Jose A Lau left Insigneo Advisory Services, Llc for Bbva Global Wealth Advisors, Inc. (registered 2024-10-10)Oct 1, 2024 · Advisor changed firm · fact
- Shmuel Isaac Maya left Insigneo Advisory Services, Llc for Aventura Private Wealth, Llc (registered 2025-02-05)Sep 4, 2024 · Advisor changed firm · fact
- Andrea Jose Bruno left Insigneo Advisory Services, Llc for Aventura Private Wealth, Llc (registered 2024-11-11)Sep 4, 2024 · Advisor changed firm · fact
- 2 advisors left Insigneo Advisory Services, LLC (Miami, FL) for Aventura Private Wealth, LLC on the same daySep 4, 2024 · Team lift-out · derived
- Martin Talmasky Silbert left Insigneo Advisory Services, Llc for Bolton Global Asset Management (registered 2024-09-09)Aug 23, 2024 · Advisor changed firm · fact
- Jonathan Sauce left Insigneo Advisory Services, Llc for Amerant Investments, Inc. (registered 2024-04-29)Apr 22, 2024 · Advisor changed firm · fact
Across DFX
shared identifiers only, never a name match
- Insigneo Advisory Services, LLC · Independent Sponsorsshared crd · capital_provider
- Insigneo Advisory Services, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Business email
- info@insigneo.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 305-373-9000reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/insigneoreportedpublic record, Form ADV, Sep 17, 2026
- Website
- insigneo.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 305.373.9000reportedpublic record, Form ADV, Jun 8, 2026
- Contact form
- insigneo.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- insigneo.com/teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $23.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026