Alberto Valdes
Investment adviser representative at Insigneo Advisory Services, LLC
10 yearsExperience
5 statesRegistered in
ChFC®, CFP® certificationDesignations
$5.2BFirm assets
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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.
- Insigneo Advisory Services, LLCSep 2023 to now
- Insigneo Securities LLCSep 2023 to now
- CitigroupJan 2018 to Sep 2023
- Valdes Wealth and Legacy GlobalNov 2016 to Jan 2018
- Raymond James Financial Services Advisors Inc.Aug 2016 to Jan 2018
- Raymond James Financial Services, Inc.Jul 2016 to Jan 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 5 states (CA, DE, FL, GA, NC).
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
- 4378138
- Firm CRD
- 282589