Insigneo Securities, LLC

Broker-DealerFINRA MemberEst. 1991
Total AUM
—
Advisory reps
448
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 FINTRX as an investment bank. The firm has been SEC-registered since 1991. Ownership is indicated as a combination of a domestic entity and individual ownership; beyond that FINTRX does not provide detail on executive leadership, business lines, or fee models. The profile shows Insigneo is not positioned as a capital allocator or registered multi-state investment adviser, and it is not identified as a pension consultant or related adviser. FINTRX also flags the firm as not an active ESG investor and not newly formed. Taken together, the available attributes suggest a broker-dealer or investment-banking orientation rather than a traditional asset-management or advisory model, although FINTRX does not list the firm’s specific advisory or underwriting activities.

Assets & Accounts

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
  • Michael Averett

    Michael Averett

    Chief Revenue OfficerCRD 5311774

  • Luis Navas

    Luis Navas

    Independent ContractorCRD 4307263

  • Javier Rivero

    Javier Rivero

    President, COOCRD 4498023

Unlock 10 more executives →

Contacts

3 of 435
  • Ciro Vasquez

    Ciro Vasquez

    Investment AdvisorCRD 5689843

  • Felix Dones-pagan

    Felix Dones-pagan

    Financial AdvisorCRD 5741297

  • Leopoldo Ferris Wallis

    Leopoldo Ferris Wallis

    Investment AdvisorCRD 5761252

Unlock 432 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth