Leopoldo Enrique Ferris wallis
Investment adviser representative at Insigneo Advisory Services, LLC
10 yearsExperience
4 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
10 years in the industry.
- Insigneo Advisory Services, LLCSep 2026 to now
- Insigneo Securities LLCSep 2026 to now
- Oppenheimer & Co.Sep 2021 to Sep 2026
- Morgan Stanley Private Bank, N.AMay 2016 to Sep 2021
- Morgan Stanley Private Bank, National AssociationMay 2016 to Sep 2021
- Morgan StanleyApr 2016 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 4 states (DE, FL, NJ, 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
- 5761252
- Firm CRD
- 282589