Eduardo Antonio Morales cruz
Investment adviser representative at Insigneo Advisory Services, LLC
12 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
12 years in the industry.
- Insigneo Advisory Services, LLCSep 2025 to now
- Insigneo Securities LLCSep 2025 to now
- Par5 Advisors LLCApr 2024 to Sep 2025
- Par5 CapitalNov 2023 to Sep 2025
- Credicorp Capital LLCMay 2022 to Oct 2023
- Intl Fcstone Credit Trading LLCFeb 2019 to May 2020
- Stonex Financial Inc.Jun 2018 to May 2022
- Church World ServiceDec 2017 to Jun 2018
- JP Morgan ChaseNov 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2024
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
- 6973085
- Firm CRD
- 282589