AA
Ammar S. Abu-lughod
INSIGNEO ADVISORY SERVICES | executive director
Beverly Hills, CA 90212
CRD#: 2469404
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AA
Ammar Said Abu-lughodINSIGNEO ADVISORY SERVICES
Professional summary
Ammar Said Abu-lughod, who also goes by Ammar S Abulughod, Ammar Said Abulughod, Ammar A. Lughod, is a registered financial advisor currently at INSIGNEO ADVISORY SERVICES, LLC located in Beverly Hills, California and INSIGNEO SECURITIES, LLC located in Miami, Florida.
Ammar is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Ammar has worked at 8 firms and has passed the Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
What are your service offerings?
Loans/credit services
Trading individual securities
Insurance
Philanthropic services
Financial planning
Trust & estate planning
What is your current number of clients?
Under 100
What is your minimum asset requirement?
2M
Are you a "fiduciary"?
Yes
Aliases
Ammar S Abulughod | Ammar Said Abulughod | Ammar A. Lughod
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Ammar Said Abu-lughod's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 2, 2026 - Present
INSIGNEO ADVISORY SERVICES, LLC
Office #1: 9465 Wilshire Blvd 3rd Fl , Beverly Hills, CA 90212RIA
CRD#: 282589
Beverly Hills, CA
Current
June 2, 2026 - Present
INSIGNEO SECURITIES, LLC
Office #1: 1221 Brickell Ave 27th Floor, Miami, FL 33131BD
CRD#: 29249
MIAMI, FL
Past
November 21, 2024 - June 2, 2026
VECTORGLOBAL IAG, INC.
RIA
CRD#: 147129
Beverly Hills, CA
Past
November 1, 2024 - June 2, 2026
VECTORGLOBAL WMG
BD
CRD#: 32396
Beverly Hills, CA
Past
March 31, 2016 - November 5, 2024
MORGAN STANLEY
RIA
CRD#: 149777
Beverly Hills, CA
Past
March 31, 2016 - November 5, 2024
MORGAN STANLEY
BD
CRD#: 149777
Beverly Hills, CA
Past
January 1, 2010 - April 11, 2016
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
BEVERLY HILLS, CA
Past
January 1, 2010 - April 11, 2016
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
BEVERLY HILLS, CA
Past
June 3, 2002 - January 1, 2010
UBS INTERNATIONAL INC.
RIA
CRD#: 107726
BEVERLY HILLS, CA
Past
June 3, 2002 - January 1, 2010
UBS INTERNATIONAL INC.
BD
CRD#: 107726
BEVERLY HILLS, CA
Past
April 3, 2001 - June 1, 2002
UBS FINANCIAL SERVICES INC.
RIA
CRD#: 8174
BEVERLY HILLS, CA
Past
March 23, 2001 - June 3, 2002
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
April 19, 1994 - March 26, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IA
INSIGNEO ADVISORY SERVICES, LLC
1202 WEALTH MANAGEMENT | TRANSATLANTIC INVESTMENT PARTNERS, LLC | THE PRIVATE WEALTH GROUP | THE BAY WEALTH GROUP | TENET GLOBAL ADVISORS | STONE CAPITAL MANAGEMENT | SAILBRIDGE WEALTH MANAGEMENT | RONIN CAPITAL | REL CAPITAL ADVISORS | PRUDENT WEALTH ADVISERS | PLUTUS PRIVATE WEALTH | PHOENIX PRIVATE CLIENT GROUP | MVR WEALTH MANAGEMENT | MVP WEALTH MANAGEMENT | LEGACY ADVISORY GROUP | INSIGNEO ADVISORY SERVICES, LLC | HONEST WEALTH, LLC | HILLGUARD WEALTH MANAGEMENT LLC | GREEN GROVE WEALTH MANAGEMENT, LLC | GLOBAL INVESTOR ADVISORY SERVICES, LLC | GAP WEALTH MANAGEMENT | FORTIS PRIVATE WEALTH ADVISORS | FIORE CAPITAL ADVISOR LLC | EMERALD WEALTH ADVISORS | DM WEALTH MANAGEMENT GROUP | DIAZ-BAZAN ASSET MANAGEMENT LLC | DIAZ-BAZAN ASSET MANAGEMENT | CARRILLO WEALTH MANAGEMENT | BORRELI CAPITAL MANAGEMENT | BAYFRONT GROUP, LLC | AVENTURA PRIVATE WEALTH, LLC | ARS PRIVATE WEALTH MANAGEMENT, LLC | AIRES CAPITAL ADVISORS, LLC | AC GLOBAL INVESTMENT PARTNERS | A PLUS CAPITAL,LLC
CRD#: 282589 / SEC#: 801-107256
RIA
Registered Investment Advisory firm - (2/22/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(6/2/2026)
IAR
California(6/4/2026)
RR
Colorado(6/4/2026)
RR
Delaware(6/5/2026)
RR
Florida(6/3/2026)
IAR
Florida(6/4/2026)
RR
Illinois(6/9/2026)
RR
Kentucky(6/9/2026)
RR
Massachusetts(6/3/2026)
RR
Nevada(6/4/2026)
IAR
North Carolina(6/2/2026)
RR
Ohio(6/3/2026)
RR
Texas(6/3/2026)
RR
Virgin Islands(6/3/2026)
IAR
Virgin Islands(6/3/2026)
RR
Wyoming(6/8/2026)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IA
INSIGNEO ADVISORY SERVICES, LLC
1202 WEALTH MANAGEMENT | TRANSATLANTIC INVESTMENT PARTNERS, LLC | THE PRIVATE WEALTH GROUP | THE BAY WEALTH GROUP | TENET GLOBAL ADVISORS | STONE CAPITAL MANAGEMENT | SAILBRIDGE WEALTH MANAGEMENT | RONIN CAPITAL | REL CAPITAL ADVISORS | PRUDENT WEALTH ADVISERS | PLUTUS PRIVATE WEALTH | PHOENIX PRIVATE CLIENT GROUP | MVR WEALTH MANAGEMENT | MVP WEALTH MANAGEMENT | LEGACY ADVISORY GROUP | INSIGNEO ADVISORY SERVICES, LLC | HONEST WEALTH, LLC | HILLGUARD WEALTH MANAGEMENT LLC | GREEN GROVE WEALTH MANAGEMENT, LLC | GLOBAL INVESTOR ADVISORY SERVICES, LLC | GAP WEALTH MANAGEMENT | FORTIS PRIVATE WEALTH ADVISORS | FIORE CAPITAL ADVISOR LLC | EMERALD WEALTH ADVISORS | DM WEALTH MANAGEMENT GROUP | DIAZ-BAZAN ASSET MANAGEMENT LLC | DIAZ-BAZAN ASSET MANAGEMENT | CARRILLO WEALTH MANAGEMENT | BORRELI CAPITAL MANAGEMENT | BAYFRONT GROUP, LLC | AVENTURA PRIVATE WEALTH, LLC | ARS PRIVATE WEALTH MANAGEMENT, LLC | AIRES CAPITAL ADVISORS, LLC | AC GLOBAL INVESTMENT PARTNERS | A PLUS CAPITAL,LLC
CRD#: 282589 / SEC#: 801-107256
RIA
Registered Investment Advisory firm - (2/22/2016 Approved)Loading...
Contact information
Main Address
1221 Brickell Avenue 27th Floor, Miami, FL 33131
Mailing Address
Phone number
(305) 373-9000
Established
Firm type
Fiscal year end
# of Employees
197
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,142 |
| AUM (Assets Under Management) | $ 3,612,629,819 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INSIGNEO ADVISORY SERVICES, LLC
executive directorCRD#: 282589Beverly Hills, CA 90212TRUST BUT VERIFY
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Contact information
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