Manuel
Uranga
Insigneo Advisory Services, LLC
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About this Advisor
Manuel Uranga is a financial advisor who works out of New York, New York. Uranga is on the advisory team at Insigneo Advisory Services, LLC. During their career, the advisor has held roles at Bolton Global Capital, Bolton Securities Corporation, Insigneo Advisory Services LLC, Insigneo Securities, LLC, Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Uranga has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in California, Connecticut, Florida and New York. Insigneo Advisory Services, LLC is a financial advisory business based out of Miami, FL. The investment advisory business has offices in 15 locations and a total of 152 advisors. It manages $2 billion in assets under management across its 2,663 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 2,663 accounts, just 7% are held by high-net-worth clients who have at least $1 million in investable assets. Insigneo Advisory Services, LLC offers a number of services, such as 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. A financial advisor's fee schedules largely depend on which services are offered. Fees charged by Insigneo Advisory Services, LLC likely consist 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
Manuel Uranga Work History
Manuel has been registered as a financial advisor for 0 years.*
Insigneo Advisory Services LLC
Insigneo Securities, LLC
Bolton Global Capital
Bolton Securities Corporation
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*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 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 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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