Jose
Rodriguez

Insigneo Advisory Services, LLC

CRD#2558090
Investment Advisor
in Miami, FL

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About this Advisor

Jose Rodriguez is a certified financial planner working out of Miami, Florida with a total of 5 years of industry experience. Rodriguez currently works for Insigneo Advisory Services, LLC. Rodriguez has gained experience at Citigroup Global Markets Inc, Insigneo Advisory Services and Insigneo Securities, LLC. Rodriguez has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Insigneo Advisory Services, LLC is a company that has its headquarters in Miami, FL. The firm has offices in 15 locations and a total of 152 people on staff. It controls $2 billion in assets across its 2,663 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. Of its 2,663 accounts, just 7% are held by high-net-worth individuals who have at least $1 million in assets. Insigneo Advisory Services, LLC offers a diverse range 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 the financial services offered. Fee types billed by Insigneo Advisory Services, LLC likely are comprised of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1221 Brickell Avenue 27Th Floor
Miami, FL 33131

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Insigneo Advisory Services, LLC Brokerage Details

Total Assets Under Management

$1,939,057,202

FL Average: $1,855,561,029
Total Number of Employees

152

FL Average: 62
Total Number of Accounts

2,663

FL Average: 2,474
Average Account Size

$728,148

FL Average: $750,025

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

Jose Rodriguez Work History

Jose has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Insigneo Advisory Services

2018 - Present (6 years)

Insigneo Securities, LLC

2007 - 2018 (11 years)

Citigroup Global Markets Inc

*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 Jose Rodriguez 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

Roberto Pena
Miami, FL
Mirko Joldzic
Miami, FL
Nelson Vallin
Miami, FL
Ariel Rivero
Miami, FL
Juan Zenck
Miami, FL
Alejandro Lara
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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