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Antonio Manuel Quelhas

Investment adviser representative at Insigneo Advisory Services, LLC
10 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

10 years in the industry.

  1. Insigneo Advisory Services, LLCSep 2021 to now
  2. Insigneo Securities, LLCSep 2021 to now
  3. Wells Fargo Clearing Services, LLCNov 2016 to Sep 2021
  4. Wells Fargo Advisors, LLCMar 2016 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2005

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
4332879
Firm CRD
282589
Advisor's SEC record (opens in a new tab)
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