Lisandro J Chanlatte
Investment adviser representative at Insigneo Advisory Services, LLC
15 yearsExperience
6 statesRegistered in
$5.2BFirm assets
10 yearsFirm in business
Are you Lisandro J Chanlatte? 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
15 years in the industry.
- Insigneo Advisory Services, LLCJul 2025 to now
- Insigneo Securities LLCJul 2025 to now
- Citibank N.A.May 2011 to Jun 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 6 states (CT, DE, FL, NJ, NY, 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
- 4112367
- Firm CRD
- 282589