Patricia Patricia Holder
Investment adviser representative at Insigneo Advisory Services, LLC
17 yearsExperience
2 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
17 years in the industry.
- Insigneo Advisory Services, LLCFeb 2024 to now
- Insigneo Securities LLCFeb 2024 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Feb 2024
- Morgan Stanley Smith BarneyJun 2009 to Feb 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 2894768
- Firm CRD
- 282589