Insigneo Securities, LLC

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
446
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 registered with the SEC since 1991. FINTRX classifies the firm as an investment bank and lists its owner type as a combination of a domestic entity and an individual. The record identifies the firm as not being a capital allocator and not operating as a multi-state adviser. The FINTRX entry provides minimal detail on the firm’s specific business lines or advisory services. Fields for fee structure, client base, and stated business or advisory activities are blank in the profile. The record also flags the firm as not an active ESG investor, not a pension consultant, and not a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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
  • Guillermo Amoza Ibarruri

    Guillermo Amoza Ibarruri

    Chief AssociateCRD 8229276

  • Pedro Lawrie

    Pedro Lawrie

    Independent ContractorCRD 7597435

  • Justin Caulfield

    Chief Compliance OfficerCRD 5699024

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Contacts

3 of 433
  • Salvador Diaz-bazan

    Financial AdvisorCRD 4195839

  • Gibran Abdala Hadad

    Gibran Abdala Hadad

    Asesor financieroCRD 6128533

  • Santiago Montemayor

    Santiago Montemayor

    Trading AssociateCRD 7702633

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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

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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