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MD

Manuel Diaz Collazo

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CRD#: 1563227
MD

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Manuel Diaz Collazo, who also goes by Collazo Manuel Diaz, Manolo Diazcollazo, Manuel Diazcollazo, was a registered financial professional .

Manuel is a previously registered financial professional and started their career in finance in 1987. Manuel had worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Collazo Manuel Diaz | Manolo Diazcollazo | Manuel Diazcollazo

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Dually registered with affiliate Insigneo Advisory Services as Financial Advisor since 01/2018. 2. Isla Verde, owner and general partner, business entity established for rental property, start date 11/24/2021. Puerto Rico, 8 hours per month. 2 hours during trading hours per month 3. Rental property in Juncos, Puerto Rico. Non-securities related. Start date September 2020. Spends 2 hours per month.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 11, 2018 - January 11, 2019

INSIGNEO WEALTH ADVISORS, LLC

RIA
CRD#: 112706
MIAMI, FL
Past

March 15, 2018 - September 6, 2023

INSIGNEO ADVISORY SERVICES, LLC

RIA
CRD#: 282589
MIAMI, FL
Past

January 19, 2018 - September 6, 2023

INSIGNEO SECURITIES, LLC

BD
CRD#: 29249
San Juan, PR
Past

March 23, 2010 - February 12, 2018

SANTANDER SECURITIES LLC

RIA
CRD#: 41791
San Juan, PR
Past

November 14, 2003 - February 12, 2018

SANTANDER SECURITIES LLC

BD
CRD#: 41791
San Juan, PR
Past

July 31, 1993 - November 26, 2003

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

May 8, 1989 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

February 13, 1987 - July 1, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/17/2007
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IW
INSIGNEO WEALTH ADVISORS, LLC
BLACKSPARK WEALTH MANAGEMENT | MAGEN WEALTH MANAGEMENT | INSIGNEO WEALTH ADVISORS, LLC | HB ASSET MANAGEMENT, L.C. | FORTIS PRIVATE WEALTH ADVISORS

CRD#: 112706 / SEC#: 801-72275

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Contact information


Main Address
777 Brickell Avenue Suite 1010, Miami, FL 33131
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

INSIGNEO WEALTH ADVISORS BROCHURE (3/12/2021)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


INSIGNEO WEALTH ADVISORS, LLC

CRD#: 112706

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