# INSIGNEO ADVISORY SERVICES, LLC

INSIGNEO ADVISORY SERVICES, LLC of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 282589
- Type: SEC-registered investment adviser
- SEC file number: 801-107256
- Location: 1221 BRICKELL AVENUE, 27TH FLOOR, MIAMI, FL, 33131
- Phone: 305.373.9000
- Latest filing: 2026-06-08
- Regulatory AUM: $5.2B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $3.1B
- Clients: 223
- Accounts: 5,107

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos, Other

## Officers, owners & control persons (26)

_Showing 25 of 26 people._

| Name | Role | Location |
| --- | --- | --- |
| Raul Henriquez | TRUSTEE | Miami, FL |
| Sara Roxana Silva Henriquez | TRUSTEE | — |
| George Washington Arnett | GENERAL COUNSEL AND CORPORATE SECRETARY/DIRECTOR | — |
| Javier Rivero | PRESIDENT AND CHIEF OPERATING OFFICER/DIRECTOR | — |
| Mariano Federico Scandizzo | HEAD OF ASSET MANAGEMENT AND PORTFOLIO MANAGER | — |
| Mariela Cecilia Arana Landaeta | HEAD OF CLIENT RELATIONS | — |
| Michael Robert Averett | CHIEF REVENUE OFFICER | — |
| Francisco Nunez | DIRECTOR | — |
| Justin Paul Caulfield | CHIEF COMPLIANCE OFFICER | — |
| Moises Valladares-Torres | CHIEF COMPLIANCE OFFICER | — |
| DUFFY THOMAS EDWARD | PRESIDENT | — |
| SCHAEFER NOEMI CARMEN | CHIEF ADMINISTRATIVE OFFICER; MANAGING DIRECTOR/ CORPORATE COMPLIANCE AND RISK | — |
| HENRIQUEZ RAUL | PRESIDENT; TRUSTEE | — |
| HENRIQUEZ VICTOR MANUEL | TRUSTEE | — |
| ARNETT GEORGE WASHINGTON | GENERAL COUNSEL AND CORPORATE SECRETARY; GENERAL COUNSELAND CORPORATE SECRETARY; GENERAL COUNSEL AND CORPORATE SECRETARY/DIRECTOR (+1 more) | — |
| SCHWARTZ DAVID MARC | DIRECTOR; MANAGING DIRECTOR | — |
| GUTIERREZ JUNCO BEATRIZ | CHIEF COMPLIANCE OFFICER | — |
| Silva Henriquez Sara Roxana | CO-TRUSTEE; TRUSTEE | — |
| DEONTANON DANIEL | PRESIDENT | — |
| RIVERO JAVIER | CHIEF OPERATING OFFICER; PRESIDENT AND CHIEF OPERATING OFFICER; PRESIDENT AND CHIEF OPERATING OFFICER/DIRECTOR | — |
| SCANDIZZO MARIANO | HEAD OF ADVISORY | — |
| SCANDIZZO MARIANO FEDERICO | HEAD OF ADVISORY; HEAD OF ASSET MANAGEMENT AND PORTFOLIO MANAGER | — |
| ARANA LANDAETA MARIELA CECILIA | HEAD OF CLIENT RELATIONS | — |
| VALLADARES-TORRES MOISES | CHIEF COMPLIANCE OFFICER | — |
| AVERETT MICHAEL ROBERT | CHIEF REVENUE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282589/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282589/similar
- Related entities: https://search.stillhousedata.com/firm/282589/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282589

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.