Maria Fernanda Castillo
Investment adviser representative at Insigneo Advisory Services, LLC
17 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
17 years in the industry.
- Insigneo Advisory Services, LLCSep 2026 to now
- Insigneo Securities LLCSep 2026 to now
- Blackrock Investments, LLCAug 2025 to Sep 2026
- BlackrockJun 2024 to Jul 2024
- PwcJan 2023 to May 2023
- University of Notre DameJan 2022 to Apr 2025
- University of Notre Dame-bachelor Business AdministrationAug 2021 to May 2025
- N/aMay 2021 to Aug 2021
- Tag LifeMay 2019 to Aug 2019
- Rios Dance CompanyFeb 2016 to Aug 2020
- American School of GuatemalaAug 2009 to May 2021
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
- 8152146
- Firm CRD
- 282589