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Andrea Constanza Daniela Narbona Letelier

Advisor at Insigneo Advisory Services, LLC — Miami, FL

Updated today

Credentials

Series 66

Experience

7 years

Location

Miami, FL 33131

Insigneo Advisory Services, LLC logo

Insigneo Advisory Services, LLC

Multi-team

Total advisors

220

Across 19 offices

Clients per advisor

16 Very Low

Avg AUM per client

$671,962 Typical

HNW client ratio

12% Low

About

Andrea Narbona Letelier is a Series 66-credentialed financial advisor with seven years of industry experience. She currently works at Insigneo Advisory Services, LLC and previously was affiliated with VectorGlobal WMG. Outside of her advisory role, she serves as a teacher assistant for an online education platform, ECLASS. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, combining committee-driven model portfolios and individualized advisor-led portfolio construction. The firm offers a broad range of global asset class exposures and incorporates third-party research to align portfolios with client objectives and risk tolerances.

Client services

Based on Insigneo Advisory Services, LLC

Portfolio management Selection of other advisers
Consolidation reporting and consulting services

Expertise

Based on Insigneo Advisory Services, LLC

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing

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Fee options

Fixed

Flat fees for consulting services; negotiated per client agreement

Percentage

$0 - $2,000,000: 0.40% to 2.50% $2,000,001+: 0.40% to 2.50% $0+: Platform fee: 0.05% (5 bps) on first $2 million $2,000,001+: Platform fee: 0.03% (3 bps) above $2 million

Other

Account minimum: $100,000 Fee-only: Flat fees for consulting services; fees can also be charged as a percentage of assets under management

Location

See office

Miami, FL

Miami FL

Advisors at this office

181

Most active in

Florida

Work history

7 years of industry experience

Insigneo Securities Llc

2026 - Present • 1 year

Miami, FL

Insigneo Advisory Services LLC

2026 - Present • 1 year

Miami, FL

Insigneo Advisory Services LLC

2026 - 2026 • 1 year

Miami, FL

Insigneo Securities Llc

2026 - 2026 • 1 year

Miami, FL

VectorGlobal WMG

2019 - 2026 • 7 years

Miami, FL

ECLASS

2017 - 2025 • 8 years

Santiago Region Metropolitana

Universidad Adolfo Ibanez

2017 - 2018 • 1 year

Santiago Region Metropolitana

Universidad Adolfo Ibanez

2017 - 2018 • 1 year

Santiago- Region Metropolitana

Universidad A. Ibanez

2013 - 2017 • 4 years

Santiago- Region Metropolitana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Daniel M

CFP®, Series 65

Coral Gables, FL

Blackpoint Capital Partners

Daniel Mesa is a Co-Founder & Partner at BlackPoint Capital Partners, where he leads clients through comprehensive financial planning, investment management, and retirement strategy development. He works with individuals and businesses around the world, offering tailored solutions to meet both domestic and international financial goals. Daniel specializes in Cross-Border Financial Planning, helping clients manage the complexities of investing and building wealth across multiple countries. His guidance ensures clients remain financially secure and strategically positioned, wherever life takes them. As a CERTIFIED FINANCIAL PLANNER® professional, Daniel acts as a fiduciary and adheres to the profession’s highest ethical standards. His deep knowledge of global financial systems makes him a trusted advisor for international investors, expatriates, and global enterprises. Daniel earned his Bachelor of Arts in Chinese and Government from Hamilton College and holds a Certificate in Financial Planning from NYU. Known for his client-first approach, he is committed to helping clients build lasting financial security and independence. BlackPoint Capital Partners LLC, through its advisers, offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a Registered Investment Adviser with the Securities and Exchange Commission (SEC), SEC number: 801-110724, CRD number: 288833.

Wealth management General retirement planning Gifting strategies Roth conversion strategy RSUs / ISOs / NSOs Founder/Business Owner Executive Scientific Professional Oil & Gas Biotech Professional Expats Approaching retirement Established Professionals
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Steven E

Coral Gables, FL

Eber Capital Management

Steven Eber is the sole advisor at Eber Capital Management in Coral Gables, FL, with 21 years of industry experience and over 45 years at his firm. He has focused on independent, fee-based advisory services throughout his career. Eber Capital Management provides discretionary portfolio management primarily for individuals, IRAs, trusts, family estate-planning accounts, and pension and profit-sharing plans. The firm emphasizes a buy-and-hold equity strategy centered on larger companies with strong financials and multi-year growth prospects, managing client accounts with full discretion subject to client-directed restrictions.

Active portfolio management
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Michael L

Series 63, Series 65

Coral Gables, FL

Ladin Financial Group, Inc.

Michael Ladin is the principal of Ladin Financial Group, Inc., an independent advisory firm based in Coral Gables, FL. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory work, he owns and operates Ladin Consulting Group, Inc., which involves insurance sales, and American Outback Expeditions, a vacation rental business. Ladin Financial Group provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a modern portfolio theory approach with globally diversified portfolios and often delegates security selection and trading to outside managers while retaining oversight and model selection responsibilities.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.)
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Lawrence W

CFP®, ChFC®, Series 63, Series 65

Miami Beach, FL

ECF Wealth, Inc.

Lawrence Weller is a financial advisor at ECF Wealth, Inc. in Miami Beach, FL, holding CFP® and ChFC® designations with 16 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, LPL Financial, and WCG Wealth Advisors. ECF Wealth provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach is based on Modern Portfolio Theory, utilizing long-term, strategic allocations with low-cost mutual funds and ETFs, supplemented by individual securities and unaffiliated independent managers when appropriate.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Passive / index investing
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Thiago S

Series 65

Miami, FL

Maway LLC

Thiago Silva is a financial advisor at Maway LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Maway LLC since 2017, following a one-year tenure at Prodigy Network. Maway LLC provides ongoing portfolio management and prepares customized Investment Policy Statements to align client portfolios with their goals, time horizons, and risk tolerance. The firm serves individuals, high-net-worth clients, and business entities, employing a long-term investment approach that integrates cyclical, fundamental, modern portfolio theory, and technical analysis, with recommendations including ETFs, mutual funds, fixed income, real estate funds, precious-metal ETFs, venture capital, and private placements.

Real estate investing
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Ernesto M

Series 65

Coral Gables, FL

MULTUS Asset Management

Ernesto Moreno is a financial advisor at MULTUS Asset Management with 15 years of industry experience. He holds a Series 65 designation and has worked at firms including Avila Pay SL and First Capital & Supplies. Moreno is also a stakeholder in MULTUS Consulting C.A., a financial and economics consulting firm based in Venezuela. MULTUS Asset Management provides discretionary investment advisory services primarily to high-net-worth individuals and private companies, including foreign clients. The firm combines macroeconomic analysis with fundamental security selection, offering tailored portfolios across various asset classes and servicing employee benefit plans as a fiduciary.

Active portfolio management Concentrated stock management Options & derivatives strategies
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