Albert Alexander Philion
Investment adviser representative at Insigneo Advisory Services, LLC
11 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$5.2BFirm assets
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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
11 years in the industry.
- Insigneo Advisory Services, LLCAug 2020 to now
- Insigneo Securities LLCAug 2020 to now
- UBS Financial Services Inc.Nov 2015 to Aug 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 7 states (CA, FL, GA, NJ, NY, PA, TX).
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
- 2268167
- Firm CRD
- 282589