Nicholas Patino is a registered investment advisor, based in Miami, FL, with 20 years of industry experience.
Location
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nicholas works as an investment advisor for Insigneo Advisory Services, spending about 10-20% of his time there. He also holds an insurance license to offer insurance-related products, dedicating minimal time to this. Nicholas is also involved with CS Wealth Advisors LLC and Honest Wealth LLC, and is a member/part owner of BGG 305 LLC.
Employment History
Current Registrations
Insigneo Securities, LLCBroker
Insigneo Advisory Services, LLC
Previous Registrations
Insigneo Wealth Advisors, LLC
Brickell Global Advisory, INC.
Brickell Global Markets, INC.Broker
Loyola Asset Management LLC
Western International Securities
Western International Securities
Western International Securities, INC.Broker
Citigroup Global Markets INC.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.