Coral Gables, FL Office

Team
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Insigneo Advisory Services, LLC logo

Insigneo Advisory Services, LLC

Multi-team

Firm-wide stats for Insigneo Advisory Services, LLC

Total advisors

224

Across 19 offices

Clients per advisor

15 Very Low

Avg AUM per client

$671,962 Typical

HNW client ratio

12% Low

About

Insigneo Advisory Services provides investment advisory and consulting services to retail and institutional clients, offering both discretionary and non‑discretionary portfolio management. Services include firm‑managed Insigneo Multi Asset Portfolios (I‑maps), third‑party manager oversight, consulting, and participation in a wrap fee program; the firm also acts as investment adviser to the proprietary Insigneo Access – Vintage Fund I LP.

The firm’s investment process blends committee‑driven model portfolios (I‑maps) and individualized advisor‑led portfolio construction, using third‑party macroeconomic research and ongoing monitoring to align allocations with client objectives and risk tolerances. Portfolios can include global asset classes and emerging‑market and foreign‑currency exposures, and clients may impose reasonable restrictions or choose non‑discretionary arrangements.

Compared with many enterprise advisers, Insigneo has notable cross‑border elements: it is under common control with Insigneo Capital S.A. (a Panama entity) and discloses use of offshore funds, emerging markets, and related trailer arrangements. The firm also maintains an affiliated broker‑dealer, Insigneo Securities, LLC (ISEC), and several supervised persons are dually registered as ISEC registered representatives (with associated commission and trailer compensation disclosed and limited share‑class policies), and the adviser documents relationships and disclosures for institutional clients, including banking or thrift institutions.

Based on Insigneo Advisory Services, LLC

Expertise

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

Based on Insigneo Advisory Services, LLC

Location

Coral Gables FL

Advisors at this office

4

Advisors at this office

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Reynaldo H

Series 66

Coral Gables, FL

Insigneo Advisory Services, LLC

Reynaldo Hellmund is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Citi Private Bank for seven years and at HSBC Bank USA and HSBC Securities from 2016 to 2018. Hellmund is the owner of Alpha Draco LLC, an investment vehicle focused on personal investments in non-public companies. Insigneo Advisory Services provides investment advisory and consulting services to both retail and institutional clients, offering discretionary and non-discretionary portfolio management through committee-driven model portfolios combined with individualized advisor-led constructions. The firm’s approach includes global asset classes and emerging-market exposures, with a notable cross-border component involving affiliated entities and offshore funds.

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

Series 63, Series 65

Coral Gables, FL

Insigneo Advisory Services, LLC

Zoraida Diaz is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. She previously worked at UBS Financial Services Inc. for nine years before joining Insigneo in 2020. Diaz is also the owner of DM Wealth Management Group. Insigneo Advisory Services, LLC provides investment advisory and portfolio management services to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm uses a combination of customized allocations and firm-modeled portfolios overseen by an investment committee, employing a range of asset classes and permitting client-imposed investment restrictions.

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

Series 63, Series 65

Coral Gables, FL

Insigneo Advisory Services, LLC

Jose Cabrera is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Raymond James & Associates for 10 years before joining Insigneo in 2025. Cabrera is also an owner and authorized member of The Americas Financial Group, a brand for brokerage and advisory business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individual, corporate, trust, and institutional clients, including banking and thrift institutions. The firm combines customized allocations with firm-modeled portfolios and uses third-party macroeconomic research to monitor performance across a broad range of asset classes.

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

Debra T

Series 63, Series 65

Coral Gables, FL

Insigneo Advisory Services, LLC

Debra Tyler is a financial advisor with Insigneo Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at The Leaders Group, Inc. and Bank of the Ozarks. She serves on the boards of Big Brother Big Sisters of Miami and the Humane Society of Greater Miami, where she is also on the executive committee and acts as treasurer. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to individuals, corporations, trusts, 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 investment strategies.

Private / alternative investments Concentrated stock management Options & derivatives strategies Real estate investing
View complete list of advisors at this office
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