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Christian Pierce Watson

Insigneo Advisory Services, LLC

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About Christian Pierce Watson

Christian Watson is a registered Investment Advisor Representative in Florida. Christian is a Series 65 licensed advisor and holds multiple securities licenses including Series 7, Series 4, Series 55, and Series 24. Christian Watson is also a Municipal Securities Principal licensed through Series 53. Christian Watson is currently registered with Insigneo Advisory Services, LLC. Christian has been in the industry since 2005. Insigneo Advisory Services, LLC, has been in business since 2005, has offices in Miami, Florida and manages over $3 Billion in assets. Christian has 16 clients, over 1,000 of which are individuals. The firm is registered with the SEC and manages over $3 Billion in assets. Insigneo Advisory Services, LLC provides investment advisory services to individuals, businesses and pooled investment vehicles.

Firm Information

Christian Watson 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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Christian Watson’s Registration & Firm History

FL

02/15/2019 - Present

Insigneo Advisory Services, LLC (MIAMI FL)

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Licenses & Designations

IA

Issued 09/08/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/15/2021

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/05/2018

Series 24 - General Securities Principal Examination

BC

Issued 02/05/2010

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2010

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/25/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christian Pierce Watson.
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