Alvaro Felipe Quintero corredor
Investment adviser representative at Insigneo Advisory Services, LLC
10 yearsExperience
5 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, LLCJul 2026 to now
- Insigneo Securities LLCJun 2026 to now
- Insiigneo Advisory Servicies LLCJun 2026 to now
- Bank of America N.A.Nov 2022 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Jun 2026
- Banco Santander InternationalApr 2016 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 5 states (DE, FL, NY, SD, 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
- 5904806
- Firm CRD
- 282589