TrueAdvisor
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Alejandro Rubinstein

Insigneo Advisory Services, LLC
14 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Insigneo Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
173 advisors
Number of Clients
3,346 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only

Location

Weston, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alejandro is affiliated with Insigneo Advisory Services LLC as an investment advisor. This activity takes nearly full-time.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
January 2025 - Present · 1 yr 1 mo
Insigneo Securities, LLC
January 2025 - Present · 1 yr 1 mo
Insigneo Securities, LLCBroker
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2021 - January 2025 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2021 - January 2025 · 3 yrs 11 mos
Itau Europa Securities INC.Broker
May 2009 - July 2010 · 1 yr 2 mos
Citigroup Global Markets INC.Broker
January 2003 - April 2009 · 6 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2000 - January 2003 · 2 yrs 5 mos
State Registrations4 states
DEFLNYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.