Samuel Goihman benaim
Investment adviser representative at Insigneo Advisory Services, LLC
13 yearsExperience
2 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
13 years in the industry.
- Insigneo Advisory Services, LLCJun 2024 to now
- Insigneo Securities LLCJun 2024 to now
- Bank of America N.A.Nov 2020 to Jun 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2020 to Jun 2024
- JPMorgan Chase Bank NAAug 2018 to Sep 2020
- JPMorgan Securities LLCAug 2018 to Sep 2020
- Jpm Securities LLCJun 2017 to Jul 2018
- Brandeis UniversityAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
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
- 6824645
- Firm CRD
- 282589