Santiago Tolomei
Investment adviser representative at Insigneo Advisory Services, LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Insigneo Securities LLCDec 2024 to now
- Insigneo Advisory Services, LLCFeb 2023 to now
- Insigneo Asesor Internacional SaAug 2022 to now
- Insigneo Asesores De Inversion Uruguay SRLAug 2022 to now
- Insigneo International Financial Services LLCAug 2022 to Dec 2024
- Citi International Financial Services LLCMay 2016 to Jul 2022
- Citibank Na UruguayMay 2010 to Jul 2022
Designations
- CFA
Exams passed
No exams in this record.
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
- 5783670
- Firm CRD
- 282589