Zenia
Delgado
Insigneo Advisory Services, LLC
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About this Advisor
Zenia Delgado is a financial advisor who works out of Miami, Florida with a total of 1 year of relevant experience. Delgado works at Insigneo Advisory Services, LLC. Their career trajectory has included roles at J.P Morgan Securities Inc, Jpmorgan Chase Bank, N.A, Insigneo Securities, LLC, Insigneo Advisory Services, Galliott Capital Advisors and Morgan Stanley. Delgado holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in California and Florida. Insigneo Advisory Services, LLC is a company that has its headquarters in Miami, FL. It has offices in 15 locations and a total of 152 employees. It controls $2 billion in total assets among its 2,663 accounts, placing it among the biggest firms in the United States by assets under management. Of its 2,663 client accounts, just 7% are associated with high-net-worth investors who have greater than $1 million in assets. The business offers a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice typically depend on which services the firm provides the client. Fee types billed by Insigneo Advisory Services, LLC most likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Insigneo Advisory Services, LLC Brokerage Details
$1,939,057,202
152
2,663
$728,148
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Zenia Delgado Work History
Zenia has been registered as a financial advisor for 1 years.*
Galliott Capital Advisors
Insigneo Securities, LLC
Insigneo Advisory Services
Morgan Stanley
J.P Morgan Securities Inc
Jpmorgan Chase Bank, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zenia Delgado to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Insigneo Advisory Services, LLC
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
Miami, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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