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Bernardo Ferrao Lucena

Insigneo Advisory Services, LLC

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About Bernardo Ferrao Lucena

Bernardo Ferrao Lucena is a financial advisor currently registered with Insigneo Advisory Services, LLC. Bernardo has been in the industry since November 12, 2010 and holds a Series 66, Series 7 and SIE licenses. Bernardo previously worked at EFG Capital International for 10 years. Bernardo offers investment advisory services, including portfolio management for businesses and individuals as well as portfolio management for pooled investment vehicles. Bernardo also offers consolidation of financial reports and consulting services.

Firm Information

Bernardo Lucena is currently registered with Insigneo Advisory Services, LLC. Insigneo Advisory Services, LLC is an investment advisor headquartered in Miami, FL. The firm manages approximately $3.07 billion in assets and provides advisory services to individuals, corporations, other investment advisors, and pooled investment vehicles. The firm's services include portfolio management, financial reporting, and consulting. Insigneo has 180 registered representatives, 156 investment advisor representatives, and 45 licensed agents. The firm is registered with the Securities and Exchange Commission (SEC).
Insigneo Advisory Services, LLC

1221 BRICKELL AVENUE

MIAMI, FL 33131

$3.07B

Assets Under Management

16

Total Clients

144

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consolidation of financial reports and consulting services

Consolidation of financial reports and consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Rebates/trailer fees

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Bernardo Lucena’s Registration & Firm History

FL

05/20/2021 - Present

Insigneo Advisory Services, LLC (MIAMI FL)

FL

11/12/2010 - 11/06/2020

EFG CAPITAL INTERNATIONAL (MIAMI FL)

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Licenses & Designations

BOTH

Issued 05/13/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bernardo Ferrao Lucena.
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