AQ
AQ

Antonio Manuel Quelhas

21 Years of Experience
Broker
Areas of Practice
Investment Management
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
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Location

1221 Brickell Avenue, 27th Floor, Miami, FL, 33131

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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

Antonio is part of a family partnership managing farming and family real estate, dedicating minimal time to it. He is also dually registered as an advisor with an affiliated RIA to conduct advisory business.

Employment History
Current Registrations
Insigneo Advisory Services, LLC
October 2021 - Present · 4 yrs 4 mos
Insigneo Securities, LLCBroker
September 2021 - Present · 4 yrs 5 mos
Insigneo Securities, LLC
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2016 - September 2021 · 5 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
March 2016 - September 2021 · 5 yrs 6 mos
UBS Financial Services INC.Broker
January 2010 - April 2016 · 6 yrs 3 mos
UBS Financial Services INC.
January 2010 - April 2016 · 6 yrs 3 mos
UBS International INC.
May 2007 - January 2010 · 2 yrs 8 mos
UBS International INC.Broker
April 2007 - January 2010 · 2 yrs 9 mos
Banc of America Investment Services, INC.
September 2005 - April 2007 · 1 yr 7 mos
Banc of America Investment Services, INC.Broker
August 2005 - April 2007 · 1 yr 8 mos
Banif Securities INCBroker
February 2005 - May 2005 · 3 mos
E.S. Financial Services, INC.Broker
July 2002 - April 2003 · 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.