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Ricardo R

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Ricardo Roberts is a financial advisor at Insigneo Advisory Services, LLC with 18 years of industry experience. He holds the Series 66 designation and has worked previously at Intercam Advisors, Inc. and Intercam Securities, Inc. Roberts is also a 50% owner and managing member of RI-Vol 1 Real Estate LLC, a residential real estate leasing business. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering discretionary and non-discretionary portfolio management through firm-managed model portfolios and individualized advisor-led portfolio construction. The firm integrates global asset classes, emerging markets, and offshore funds in its investment approach, with a focus on aligning allocations with client objectives and risk tolerances.

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

CFA®, Series 63

Miami, FL

Insigneo Advisory Services, LLC

Javier Fernandez is a CFA® charterholder with 16 years of industry experience. He is currently with Insigneo Advisory Services, LLC in Miami, FL, and has held various roles within the Insigneo organization since 2012. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients through discretionary and non-discretionary portfolio management. The firm employs a committee-driven model combined with advisor-led portfolio construction, incorporating global asset classes and emerging market exposures.

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

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Esteban Diaz Fadic is a financial advisor at Insigneo Advisory Services, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for 11 years. He is also the manager and owner of EDF Advisors LLC, a non-securities-related business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers customized allocations, multi-asset portfolios, third-party manager oversight, and consulting services, utilizing a combination of proprietary and third-party strategies across various asset classes.

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

Series 66

Miami, FL

Insigneo Advisory Services, LLC

Nicole Flores Santos is a financial advisor at Insigneo Advisory Services, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at Intercam Advisors, Inc. and Intercam Securities, Inc. She is dually registered with Insigneo Securities LLC as a Registered Client Associate. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm offers discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, consulting services, and proprietary private placement vehicles, using a combination of customized allocations and firm-modeled portfolios overseen by an Investment Committee.

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

Series 65

Miami, FL

Insigneo Advisory Services, LLC

Juan Amado is a financial advisor at Insigneo Advisory Services, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked at Magna Kapital and Bancolombia. Outside of his advisory role, he is a partner in a short-term rental business, Hummingbird Luxury LLC. Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non-discretionary portfolio management. The firm employs a committee-driven model portfolio approach combined with individualized advisor-led portfolio construction, incorporating global and emerging market exposures.

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

Series 66

Houston, TX

Insigneo Advisory Services, LLC

Juan Bolanos is a financial advisor at Insigneo Advisory Services, LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Investments and BBVA Wealth Solutions. Outside of advisory work, he is a property owner. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking institutions. The firm offers a range of investment solutions such as discretionary and non-discretionary managed accounts, multi-asset portfolios, third-party manager oversight, and consulting services.

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