Alberto Valdes

CFP · ChFC

Insigneo Advisory Services, LLC

22 Years of Experience

2 DisclosuresBrokerSells Insurance

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

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

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2021

Settled

Customer Dispute

August 2017

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alberto is dually registered as a Financial Advisor with Insigneo Advisory Services LLC, dedicating about half of his time. He also owns 30% of Advanced Tax Planning Solutions LLC, an accounting practice, and is a managing member of AV Enterprise Ventures LLC, which is currently not in use but open for future business opportunities.