Juan Bolanos is a registered investment advisor, based in Miami, FL, with 7 years of industry experience.
Location
1221 Brickell Avenue, 27th Floor, Miami, FL, 33131
Get directionsHistory
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 →Other Business Activities
Juan owns an investment property that he and his wife purchased and rent out. He also works as an investment advisor with Insigneo Advisory Services LLC, devoting about 10-20% of his time to this role.
Employment History
Current Registrations
Insigneo Securities, LLCBroker
December 2023 - Present · 2 yrs 5 mos
Insigneo Advisory Services, LLC
December 2023 - Present · 2 yrs 5 mos
Insigneo Securities, LLC
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
PNC Managed Account Solutions, INC.
January 2022 - November 2023 · 1 yr 10 mos
PNC InvestmentsBroker
September 2021 - November 2023 · 2 yrs 2 mos
PNC Managed Account Solutions, INC.
June 2021 - December 2021 · 6 mos
Bbva Securities INC.Broker
June 2021 - September 2021 · 3 mos
Bbva Wealth Solutions INC.
November 2018 - June 2021 · 2 yrs 7 mos
Bbva Securities INC.Broker
August 2018 - June 2021 · 2 yrs 10 mos
State Registrations3 states
CAFLTX
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.