Nicole Estefania Flores santos
Investment adviser representative at Insigneo Advisory Services, LLC
12 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
12 years in the industry.
- Insigneo Advisory Services, LLCAug 2025 to now
- Insigneo Securities LLCAug 2025 to now
- Intercam Advisors, Inc.May 2024 to Jul 2025
- Intercam Securities, Inc.Nov 2023 to Jul 2025
- UnemployedFeb 2023 to Nov 2023
- Montehiedra Home Estates, LLC.Aug 2018 to Feb 2023
- Bath and Body WorksSep 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (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
- 7703410
- Firm CRD
- 282589