INSIGNEO SECURITIES, LLC

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
413
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Insigneo Securities, LLC is organized as a limited liability company and is classified in public records as an investment bank. The firm was registered with the SEC in 1991 and is identified as having a domestic entity and individual ownership structure. Available descriptors indicate it does not act as a capital allocator and is not registered as a multi-state investment adviser. The snapshot information flags several negative attributes rather than specific lines of business: Insigneo Securities is not marked as an active ESG investor, is not a pension consultant, and is not listed as a related adviser. The record does not supply a granular breakdown of advisory activities, fee schedules, or a client segmentation that would clarify whether the firm executes brokerage, underwriting, corporate finance, or other investment-banking services.

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 13
  • PEDRO LAWRIE

    Independent ContractorCRD 7597435

  • JUSTIN CAULFIELD

    Chief Compliance OfficerCRD 5699024

  • MICHAEL AVERETT

    Chief Revenue OfficerCRD 5311774

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Contacts

3 of 400
  • SALVADOR DIAZ-BAZAN

    Financial AdvisorCRD 4195839

  • Santiago Montemayor

    Trading AssociateCRD 7702633

  • ROBERT MOORE

    Investment ProfessionalCRD 1654134

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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