AG
CFA
AG
CFA
Alejandro Guardiola
13 Years of Experience
Miami, FL
3 DisclosuresBroker
Alejandro Guardiola is a CFA-designated registered investment advisor at Insigneo Advisory Services, LLC, based in Miami, FL, with 13 years of industry experience. Alejandro is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 4,473 clients with $5.2B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
217 advisors
Number of Clients
4,473 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.2B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Insigneo Advisory Services offers several investment management options:
- Managed Accounts/IMAPs/Third Party Manager: Fees range from 0.40% to 2.50% of the account's gross asset value annually. Fees are negotiable and can be charged in arrears or in advance.
- Insigneo MultiAsset Portfolios (I-maps): Fees range between 0.25% and 0.50% annually, based on the value of your portfolio. Investment advisor representatives may charge an additional fee ranging between 1% to 2%, depending on the strategy the client selects under I-maps. This fee covers execution and platform fees.
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Location
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
December 2021Judgment / Lien
December 2019Judgment / Lien
December 2018Employment History
Current Registrations
Insigneo Advisory Services, LLC
May 2026 - Present · 5 mos
Insigneo Securities, LLCBroker
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Weild & CO.Broker
July 2018 - March 2019 · 8 mos
Seedchange Execution Services INC.Broker
May 2015 - February 2018 · 2 yrs 9 mos
Forem Investments LLC
October 2014 - January 2015 · 3 mos
UBS Financial Services INC.Broker
January 2010 - May 2013 · 3 yrs 4 mos
UBS Financial Services INC.
January 2010 - May 2013 · 3 yrs 4 mos
UBS International INC.
November 2006 - January 2010 · 3 yrs 2 mos
UBS International INC.Broker
September 2006 - January 2010 · 3 yrs 4 mos
State Registrations27 states
AZCACOCTDEFLIAIDMDMIMTNCNJNMNVNYOHPASCSDTXUTVAVirgin IslandsWAWIWY
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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