Guillermo Porras
Investment adviser representative at Insigneo Advisory Services, LLC
15 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
15 years in the industry.
- Insigneo Advisory Services, LLCJun 2025 to now
- Insigneo Securities LLCJun 2025 to now
- Bci SecuritiesDec 2023 to Jun 2025
- Safra National Bank of New YorkJul 2022 to Dec 2023
- Efg Capital Advisors IncJul 2016 to Jul 2022
- Efg Capital International CorpSep 2011 to Jul 2022
Exams passed
- Series 66 · Uniform Combined State Law2006
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
- 4946605
- Firm CRD
- 282589