Mariela Arana Landaeta
Advisor at Insigneo Advisory Services, LLC
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.
Advisor at Insigneo Advisory Services, LLC
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.
Location
Miami, FL
Credentials
Series 66
Industry experience
20 years
Mariela Arana Landaeta is a financial advisor at Insigneo Advisory Services, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked previously at Citigroup Global Markets Inc. Mariela also serves as Head of Client Experience at an affiliated registered investment adviser, a role she dedicates approximately five hours per month to. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to a diverse client base including high-net-worth individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers a range of managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing customized allocations and firm-modeled strategies overseen by an Investment Committee.
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
Florida
Insigneo Advisory Services LLC
2024 - Present (2 years)
Insigneo Securities LLC
2024 - Present (2 years)
Insigneo International Financial Services LLC
2024 - 2024 (1 year)
Insigneo International Financial Services
2023 - 2024 (1 year)
Insigneo Securities, LLC
2019 - 2024 (5 years)
Insigneo Advisory Services, LLC
2019 - 2024 (5 years)
Citigroup Global Markets INC
2018 - 2019 (1 year)
Citigroup Global Markets INC
2010 - 2018 (8 years)
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Is not active or affiliated with:
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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