Insigneo Securities, LLC

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
443
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
29249
Registered since
September 25, 1991

Firm profile

FINTRX

Overview

Insigneo Securities, LLC is structured as a limited liability company and is registered with the SEC since 1991. FINTRX classifies the firm as an investment bank rather than a traditional registered investment adviser or capital allocator. Ownership is recorded as a combination of a domestic entity and an individual. The firm is not listed as a multi-state adviser and is not identified as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 13
  • Michael Averett

    Michael Averett

    Chief Revenue OfficerCRD 5311774

  • Luis Navas

    Luis Navas

    Independent ContractorCRD 4307263

  • Javier Rivero

    Javier Rivero

    President, COOCRD 4498023

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Contacts

3 of 430
  • Ciro Vasquez

    Ciro Vasquez

    Investment AdvisorCRD 5689843

  • Felix Dones-pagan

    Felix Dones-pagan

    Financial AdvisorCRD 5741297

  • Felipe Caicedo Llano

    Felipe Caicedo Llano

    Registered Sales AssociateCRD 5795113

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1221 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth