Samuel Morales
Investment adviser representative at Insigneo Advisory Services, LLC
12 yearsExperience
3 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
12 years in the industry.
- Insigneo Advisory Services, LLCDec 2023 to now
- Insigneo Securities LLCDec 2023 to now
- PNC InvestmentsOct 2021 to Nov 2023
- Pershing LLCNov 2020 to Oct 2021
- Bbva Compass Insurance Agency, Inc.Aug 2014 to Oct 2020
- Bbva Securities Inc.Jul 2014 to Oct 2020
- Compass BankJul 2014 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, FL, 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
- 6323994
- Firm CRD
- 282589