Marcello Zaffaroni
Investment adviser representative at Insigneo Advisory Services, LLC
11 yearsExperience
3 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
11 years in the industry.
- Insigneo Advisory Services, LLCMay 2025 to now
- Insigneo Securities LLCMay 2025 to now
- Sanctuary Advisors LLCJan 2025 to May 2025
- Sanctuary Securiites, Inc.Jan 2025 to May 2025
- Suntrust Advisory ServicesSep 2016 to Nov 2024
- Suntrust Investment Services, Inc.Jun 2014 to Nov 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 3 states (DE, FL, NY).
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
- 4525362
- Firm CRD
- 282589