Leon Rafael Alvarez
Investment adviser representative at Insigneo Advisory Services, LLC
19 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
19 years in the industry.
- Insigneo Advisory Services, LLCJun 2026 to now
- Insigneo Securities LLCJun 2026 to now
- Vectorglobal WmgSep 2021 to May 2026
- Wells Fargo Clearing Services, LLCJun 2017 to Sep 2021
- Mercantil Commercebank N.A.Aug 2007 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 5899310
- Firm CRD
- 282589