Cecilia
Socorro Fuenmayor

Insigneo Advisory Services, LLC

CRD#6999708
Investment Advisor
in Miami, FL

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About this Advisor

Cecilia Socorro Fuenmayor is a financial advisor based in Miami, Florida, working with Insigneo Advisory Services, LLC. Cecilia has previously held positions at Avantia Capital, Insigneo Securities, LLC, and Insigneo Advisory Services, LLC. Cecilia has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Cecilia is part of Insigneo Advisory Services, LLC, which operates out of Miami, Florida. The firm has 15 offices and 185 employees. The firm manages assets totaling $3.1 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Insigneo Advisory Services, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 66

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

$3,067,400,975

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

185

FL Average: 62
Total Number of Accounts

3,802

FL Average: 2,474
Average Account Size

$806,786

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

Cecilia Socorro Fuenmayor Work History

2019 - Present (5 years)

Insigneo Advisory Services, LLC

2018 - Present (6 years)

Insigneo Securities, LLC

2008 - 2018 (10 years)

Avantia Capital

Disclosures

Please visit the SEC profile of Cecilia Socorro Fuenmayor 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

Juan Zenck
Miami, FL
Javier Rivero
Miami, FL
Patrick Simon
Miami, FL
Ignacio Arata
Miami, FL
Carlos Bonnin Lugo
Miami, FL
Moises Nudel
Miami, FL
Samuel Morales
Houston, TX
Diana Gazzola
Miami, FL

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