Rodolfo Castilla
Investment adviser representative at Insigneo Advisory Services, LLC
14 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
14 years in the industry.
- Insigneo Asesor Internacional SaAug 2024 to now
- Insigneo Securities LLCAug 2024 to now
- Insigneo Advisory Services, LLCJun 2023 to now
- Insigneo Securities LLCApr 2020 to Jul 2024
- Insigneo Financial GroupApr 2020 to Jan 2024
- Citi Asesores De Inversion De Uruguay SaDec 2016 to Mar 2020
- Citi International Financial Services LLCDec 2016 to Mar 2020
- Citigroup Global Markets IncMay 2012 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 5858499
- Firm CRD
- 282589