Alberto David Lopez
Investment adviser representative at Insigneo Advisory Services, LLC
9 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
9 years in the industry.
- Insigneo Advisory Services, LLCMar 2021 to now
- Insigneo Securities, LLCMar 2021 to now
- Insigneo International Financial ServicesJan 2023 to Dec 2024
- Wells Fargo Clearing Services, LLCJun 2018 to Feb 2021
- Pa GroupMay 2017 to Jun 2018
- UBS Financial Services Inc.Jun 2015 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 5978121
- Firm CRD
- 282589