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Lucio Fabricio Pachiardi

Investment adviser representative at Insigneo Advisory Services, LLC
11 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

11 years in the industry.

  1. Insigneo Advisory Services, LLCMar 2026 to now
  2. Insigneo Securities LLCDec 2024 to now
  3. Insigneo International Financial Services LLCAug 2022 to Dec 2024
  4. Citibank NAApr 2017 to Jul 2022
  5. Citi International Financial Services LLCJun 2015 to Jul 2022

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
6545304
Firm CRD
282589
Advisor's SEC record (opens in a new tab)
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