Margaret D Rivera
Investment adviser representative at Insigneo Advisory Services, LLC
19 yearsExperience
3 statesRegistered in
$5.2BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Insigneo Advisory Services, LLCMay 2021 to now
- Insigneo Securities LLCMay 2021 to now
- Wells Fargo Clearing Services, LLCFeb 2017 to May 2021
- Citigroup Global Markets Inc.May 2007 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 3 states (CT, FL, NY).
Insigneo Advisory Services, LLC
$5.2BAssets managed
4,473Clients
225Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1952387
- Firm CRD
- 282589