Gilherme Andre Dos santos makhoul
Investment adviser representative at Insigneo Advisory Services, LLC
15 yearsExperience
18 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
15 years in the industry.
- Insigneo Advisory Services, LLCJun 2026 to now
- Insigneo Securities LLCJun 2026 to now
- Vectorglobal WmgOct 2021 to May 2026
- Powerful Brands LLCFeb 2021 to Oct 2021
- Florida International UniversityJun 2019 to Jun 2021
- Miami Dade CollegeJun 2017 to Jun 2019
- U.E. Madre MatildeJan 2011 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 18 states (AZ, CA, CO, CT, DE, FL, MA, MD, NC, NJ, NY, PA, SD, TX, VA, VI, WA, WY).
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
- 7454014
- Firm CRD
- 282589