Liliana Acevedo is a registered investment advisor, based in Miami, FL, with 13 years of industry experience.
Location
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131
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Regulatory History
Clean regulatory record
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.
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Liliana works as an investment adviser for Insigneo Advisory Services, LLC, an affiliate, since February 2025. This takes about half of her time and occurs during security trading hours.
Employment History
Current Registrations
Insigneo Advisory Services, LLC
April 2021 - Present · 5 yrs 5 mos
Insigneo Securities, LLCBroker
April 2021 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2013 - April 2021 · 7 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
September 2012 - April 2021 · 8 yrs 7 mos
State Registrations5 states
CAFLNYPRTX
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.