Manuel Uranga
Investment adviser representative at Insigneo Advisory Services, LLC
17 yearsExperience
6 statesRegistered in
$5.2BFirm assets
10 yearsFirm in business
Are you Manuel Uranga? Claim your profile
Contact this firm
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, LLCJan 2023 to now
- Insigneo Securities, LLCJan 2023 to now
- Bolton Global CapitalAug 2017 to Jan 2023
- Bolton Securities CorporationAug 2017 to Jan 2023
- Morgan Stanley Private Bank, National AssociationJan 2015 to Aug 2017
- Morgan Stanley Smith BarneyJun 2009 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 6 states (CA, CO, CT, DE, 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
- 3072791
- Firm CRD
- 282589