Javier Rivero
Investment adviser representative at Insigneo Advisory Services, LLC
10 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
10 years in the industry.
- Insigneo Securities, LLC.Jul 2026 to now
- Insigneo Advisory Services, LLCFeb 2018 to now
- Insigneo International Financial ServicesJan 2023 to Dec 2024
- Insigneo Securities, LLC.Dec 2017 to Jun 2026
- Dynasty Securities, LLCJul 2016 to Dec 2017
- Dynasty Wealth Management, LLCMar 2016 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2005
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
- 4498023
- Firm CRD
- 282589