Palmetto Bay, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Insigneo Advisory Services, LLC
Multi-team
Firm-wide stats for Insigneo Advisory Services, LLC
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
Based on Insigneo Advisory Services, LLC
Location
Palmetto Bay FL
Advisors at this office
3
Advisors at this office
Kristina C
Series 66
Palmetto Bay, FL
Insigneo Advisory Services, LLC
Kristina Cabrera is a financial advisor at Insigneo Advisory Services, LLC with 11 years of industry experience. She holds a Series 66 designation and previously worked for Raymond James & Associates for 10 years. Cabrera is also a 10% owner of The Americas Financial Group, a brand involved in brokerage and advisory business. 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 offers customized investment allocations, managed accounts, third-party manager oversight, and private placement advisory, utilizing a combination of proprietary and third-party strategies across various asset classes.
Stephanie C
Series 66
Palmetto Bay, FL
Insigneo Advisory Services, LLC
Stephanie Cabrera is a financial advisor with Insigneo Advisory Services, LLC, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining Insigneo in 2023. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, and institutional clients. The firm uses a combination of customized allocations and firm-modeled portfolios, incorporating a range of asset classes and third-party research to manage client accounts.
Jose C
Series 66
Palmetto Bay, FL
Insigneo Advisory Services, LLC
Jose Cabrera is a financial advisor at Insigneo Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates for ten years. Cabrera has a 10% ownership stake and serves as an authorized member of The Americas Financial Group, a brokerage and advisory business. Insigneo Advisory Services, LLC provides investment advisory and portfolio management to a diverse client base including individuals, corporations, trusts, institutional clients, and banking institutions. The firm offers customized and model-based portfolio solutions, utilizing a range of asset classes and incorporating both proprietary and third-party strategies.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)