Ricardo Ruiz velez
Investment adviser representative at Insigneo Advisory Services, LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Insigneo Advisory Services, LLCDec 2023 to now
- Insigneo Securities LLCDec 2023 to now
- PNC Investments LLCOct 2022 to Nov 2023
- PNC Managed Account Solutions, Inc.Oct 2022 to Nov 2023
- PNC BankOct 2021 to Oct 2022
- Bbva Compass Insurance Agency, Inc.Jan 2017 to Oct 2021
- Bbva Wealth Solutions Inc.May 2016 to Oct 2021
- Bbva Securities Inc.Jan 2015 to Oct 2021
- Compass BankDec 2014 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 3018013
- Firm CRD
- 282589