Nicolas
Sanz
Insigneo Advisory Services, LLC
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About this Advisor
Nicolas Sanz is a financial advisor based in Houston, Texas, working with Insigneo Advisory Services, LLC. Nicolas has previously held positions at Compass Bank, Bbva Securities Inc, Banco Santander, Cmh, Bbva Wealth Solutions, Inc, Bbva Insurance Agency, Inc, Pnc Investments, Insigneo Securities LLC, and Insigneo Advisory Services LLC. Nicolas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Texas. Currently, Nicolas is part of Insigneo Advisory Services, LLC, which operates out of Houston, Texas. 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
Nicolas Sanz Work History
Insigneo Securities LLC
Insigneo Advisory Services LLC
Pnc Investments
Bbva Insurance Agency, Inc
Compass Bank
Bbva Securities Inc
Bbva Wealth Solutions, Inc
Banco Santander
Cmh
Disclosures
Please visit the SEC profile of Nicolas Sanz 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
Houston, TX
Miami, FL
Miami, FL
Miami, FL
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