Michael Robert Averett
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 Securities LLCJul 2026 to now
- Insigneo Advisory Services, LLCJan 2024 to now
- Insigneo Securities LLCJan 2024 to Jun 2026
- Insigneo International Financial Services LLCJan 2024 to Dec 2024
- Bolton Global CapitalFeb 2022 to Jan 2024
- Citi International Personal Banking (ipb)Aug 2011 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2016
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
- 5311774
- Firm CRD
- 282589