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Marcio Moraes marciano darocha

Insigneo Advisory Services, LLC

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About Marcio Moraes marciano darocha

Marcio Moraes marciano darocha is a financial advisor with Insigneo Advisory Services, LLC. Moraes marciano darocha has been in the industry since September 30, 2015, and holds Series 7, Series 66, and SIE licenses. Moraes marciano darocha provides investment advisory services for high-net-worth individuals, corporations and other businesses, pooled investment vehicles, and other investment advisors. Previously, Moraes marciano darocha was employed by Morgan Stanley. Moraes marciano darocha works in the Miami, Florida office of Insigneo Advisory Services, LLC.

Firm Information

Marcio Moraes marciano darocha 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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Marcio Moraes marciano darocha’s Registration & Firm History

FL

11/08/2023 - Present

Insigneo Advisory Services, LLC (MIAMI FL)

NY

10/01/2015 - 08/15/2023

MORGAN STANLEY (PURCHASE NY)

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Licenses & Designations

IA

Issued 09/10/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 10/26/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Marcio Moraes marciano darocha. Review regulatory record here.
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