Juan Carlos Costas
Investment adviser representative at Insigneo Advisory Services, LLC
3 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
3 years in the industry.
- Insigneo Advisory Services, LLCNov 2019 to now
- Insigneo Securities, LLCNov 2019 to now
- UnemployedSep 2019 to Nov 2019
- Digital Intl BankOct 2016 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, PR).
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
- 3174281
- Firm CRD
- 282589