AZ
AZ

Andrea Federica Hernandez Zavarce

3 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

Andrea works as a Registered Client Associate for Insigneo Advisory Services LLC, an affiliate. This activity takes about half of Andrea's time.

Employment History
Current Registrations
Insigneo Securities, LLCBroker
October 2023 - Present · 2 yrs 4 mos
Insigneo Advisory Services, LLC
October 2023 - Present · 2 yrs 4 mos
Insigneo Securities, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Folionet Advisers LLC
August 2022 - September 2023 · 1 yr 1 mo
Folionet Financial LLCBroker
December 2021 - February 2022 · 2 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrea Federica Hernandez Zavarce - Financial Advisor | TrueAdvisor