Manuel
Uranga
Insigneo Advisory Services, LLC
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About this Advisor
Manuel Uranga is a financial advisor based in Miami, Florida, working with Insigneo Advisory Services, LLC. Manuel has previously held positions at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Bolton Global Capital, Bolton Securities Corporation, Insigneo Advisory Services LLC, and Insigneo Securities, LLC. Manuel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Connecticut, Delaware, Florida, and New York. Currently, Manuel 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
Services Offered
Fee Structure
Office Location
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Insigneo Advisory Services, LLC Brokerage Details
$3,067,400,975
185
3,802
$806,786
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 Uranga Work History
Insigneo Advisory Services LLC
Insigneo Securities, LLC
Bolton Global Capital
Bolton Securities Corporation
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Disclosures
Please visit the SEC profile of Manuel Uranga 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 6/19/2024. 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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