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Felipe Caicedo llano

Insigneo Advisory Services, LLC

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About Felipe Caicedo llano

Felipe Caicedo llano is an investment advisor representative. Felipe has been in the industry since March 4, 2015. Felipe is currently registered with Insigneo Advisory Services, LLC, and previously worked at MORGAN STANLEY. Felipe is registered in 12 states, and holds the Series 66, 7, 9, 10, and SIE licenses. Felipe works primarily with high-net-worth individuals and corporations. The firm manages over $3 billion in assets.

Firm Information

Felipe Caicedo llano 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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Felipe Caicedo llano’s Registration & Firm History

FL

05/05/2021 - Present

Insigneo Advisory Services, LLC (Miami FL)

FL

03/05/2015 - 05/12/2021

MORGAN STANLEY (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 07/10/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/16/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/20/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/05/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Felipe Caicedo llano.
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