Alberto Valdes
Investment adviser representative at Insigneo Advisory Services, LLC
13 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
13 years in the industry.
- Insigneo Advisory Services, LLCAug 2025 to now
- Insigneo Securities LLCAug 2025 to now
- Vectorglobal WmgFeb 2025 to Aug 2025
- Actinver Securities, Inc.Jan 2021 to Feb 2025
- Valgue Real Estate LLCNov 2018 to Feb 2025
- Bbva Securities Inc.May 2013 to Dec 2020
- Bbva Compass Insurance Agency Inc.Apr 2012 to Dec 2020
- Bbva Wealth Solutions Inc.Feb 2012 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, TX).
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
- 5515605
- Firm CRD
- 282589