Manuel
Sanchez Castillo
Insigneo Advisory Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Manuel Sanchez Castillo is a financial advisor based out of Miami, Florida, who has 1 year of relevant experience. Sanchez Castillo is currently employed by Insigneo Advisory Services, LLC. Their career trajectory has included roles at Compass Bank, Bbva Securities Inc, Bbva Wealth Solutions Inc, Pnc Investments, Insigneo Advisory Services, LLC, Insigneo Securities, LLC, Zink Wealth Solutions LLC, Zink Insurance Solutions LLC and Zink Distribution Solutions LLC. Sanchez Castillo maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida. Insigneo Advisory Services, LLC is a financial advisory business headquartered in Miami, FL. The company has offices in 15 locations and a total of 152 employees. It handles $2 billion in total assets between its 2,663 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 2,663 customer accounts, just 7% are held by high-net-worth clients who have more than $1 million in investable assets. The firm provides 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 charged by financial advisors usually vary depending on which service is provided. Fee types charged by Insigneo Advisory Services, LLC likely include some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Manuel Sanchez Castillo Work History
Manuel has been registered as a financial advisor for 1 years.*
Zink Wealth Solutions LLC
Insigneo Advisory Services, LLC
Insigneo Securities, LLC
Zink Insurance Solutions LLC
Zink Distribution Solutions LLC
Zink Wealth Solutions LLC
Pnc Investments
Compass Bank
Bbva Securities Inc
Bbva Wealth Solutions 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 Manuel Sanchez Castillo 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
