Javier Rivero
Advisor at Insigneo Advisory Services, LLC — Miami, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
24 years
Location
Miami, FL 33131
Insigneo Advisory Services, LLC
Multi-team
Javier Rivero is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with multiple entities within the Insigneo group since 2017 and previously spent time with Dynasty Securities and Dynasty Wealth Management. Rivero serves as an executive board member of the Live Like Bella Childhood Cancer Foundation. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm combines committee-driven model portfolios with individualized advisor-led portfolio construction, incorporating third-party macroeconomic research and global asset class exposures.
Based on Insigneo Advisory Services, LLC
Based on Insigneo Advisory Services, LLC
Flat fees for consulting services; negotiated per client agreement
$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
Account minimum: $100,000 Fee-only: Flat fees for consulting services; fees can also be charged as a percentage of assets under management
Miami, FL
Miami FL
Advisors at this office
182
Florida · Puerto Rico
24 years of industry experience
Insigneo Securities, Llc.
2026 - Present • 1 year
Miami, FL
Insigneo Advisory Services LLC
2026 - Present • 1 year
Miami, FL
Insigneo International Financial Services
2023 - 2024 • 1 year
San Juan, PR
Insigneo Advisory Services LLC
2018 - 2026 • 8 years
Miami, FL
Insigneo Securities, Llc.
2017 - 2026 • 9 years
Miami, FL
Dynasty Securities, LLC
2016 - 2017 • 1 year
New York, NY
Dynasty Wealth Management, LLC
2016 - 2017 • 1 year
New York, NY
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