Alejandro M Guardiola
Investment adviser representative at Insigneo Advisory Services, LLC
11 yearsExperience
27 statesRegistered in
CFADesignation
$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
11 years in the industry.
- Insigneo Advisory Services, LLCMar 2026 to now
- Insigneo Securities LLCMar 2023 to now
- Paradigm CapitalMar 2022 to Mar 2023
- EntrepreneurJan 2020 to Mar 2022
- Hunt Equity PartnersMay 2018 to Jan 2020
- Badger & SwankMay 2018 to Dec 2018
- Idlewood Capital Partners, LLCMay 2018 to Jul 2018
- Sandalwood VenturesMay 2018 to Jul 2018
- Seedchange Execution Services Inc.May 2015 to Feb 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 27 states (AZ, CA, CO, CT, DE, FL, IA, ID, MD, MI, MT, NC, NJ, NM, NV, NY, OH, PA, SC, SD, TX, UT, VA, VI, WA, WI, WY).
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
- 5141879
- Firm CRD
- 282589