Adrian Leon is a CFA-designated registered investment advisor, based in Miami, FL, with 10 years of industry experience. Adrian is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Miami, FL
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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.
Learn about disclosures →Employment History
Current Registrations
Insigneo Securities, LLC
August 2026 - Present · 2 mos
Insigneo Securities, LLCBroker
August 2026 - Present · 2 mos
Insigneo Advisory Services, LLC
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Alvarium Investment Managers (US), LLC
November 2019 - April 2021 · 1 yr 5 mos
Alvarium Investment Advisors (US), INC.
April 2014 - January 2024 · 9 yrs 9 mos
State Registrations3 states
FLSDWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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