AC
Angel L. Colina
INSIGNEO ADVISORY SERVICES
MIAMI, FL
Some features on this profile are disabled
CRD#: 2725810
AC
Professional summary
Angel Luis Colina, who also goes by Angel Louis Colina, is a registered financial advisor currently at INSIGNEO ADVISORY SERVICES, LLC located in Miami, Florida and INSIGNEO SECURITIES, LLC located in Coral Gables, Florida.
Angel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Angel has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angel Louis Colina
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. COLINA ENTERPRISES INC_ D/B/A LE PRINTEMPS FLORIST; NOT INVESTMENT RELATED_ADDRESS: 8600 SW 53 AVE, MIAMI, FL 33143_NATURE: RETAIL FLOWERSHOP_POSITION: PRESIDENT AND OWNER, START DATE: 05/13/2003; DEVOTED TO THE OBA: 0 HRS/MONTH AND 0 HRS/TRADING HOURS; DUTIES: OVERSEE COMPANY BUT NOT INVOLVED IN DAILY ACTIVITIES. 2. Dually registered with affiliate Insigneo Advisory Services, Investment Advisor since February 2023, investment related. One hour dedicated during business hours and one hour dedicated during trading hours, advisory fees. 3. PROPERTY RENTAL: 3080 Bird Ave, Miami FL 33133. No investment related. Nature: own condo to rent. Owner. Duties: Collect rent and pay for expenses related to property_Start date: 03/01/2014. Devoted 1 hrs/week and 0 hrs/week during trading hours. 4. PROPERTY RENTAL: 1800 S OCEAN DRIVE APT 608; HALLANDALE BEACH, FL 33009. No investment related. Nature: Rental of vacation home. Position: Owner. Collect rent and pay any dues and expenses. Start date: 12/01/2022. Devoted to the OBA: 1 hrs/month and 0 hrs/month during trading hours. 5. COLINA WEALTH MANAGEMENT LLC. No investment related_Address: 8600 SW 53 AVE, Miami, FL 33143._Nature: For business expenses for his practice._ Position: owner_Devote 2 hrs/month and 0 hrs/trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Angel Luis Colina'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
February 16, 2023 - Present
INSIGNEO ADVISORY SERVICES, LLC
Office #2: 3011 Ponce De Leon Suite 1410, Coral Gables, FL 33134RIA
CRD#: 282589
MIAMI, FL
Current
February 23, 2023 - Present
INSIGNEO SECURITIES, LLC
Office #1: 3011 Ponce De Leon, Suite 1410, Coral Gables, FL 33134BD
CRD#: 29249
Coral Gables, FL
Past
August 6, 2012 - February 23, 2023
MORGAN STANLEY
RIA
CRD#: 149777
Coral Gables, FL
Past
August 2, 2012 - February 23, 2023
MORGAN STANLEY
BD
CRD#: 149777
Coral Gables, FL
Past
October 1, 2000 - August 6, 2012
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MIAMI, FL
Past
October 1, 2000 - August 6, 2012
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MIAMI, FL
Past
September 2, 1997 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
Past
June 14, 1996 - August 6, 1996
GKN SECURITIES CORP.
BD
CRD#: 19415
NEW YORK, NY
Past
April 10, 1996 - May 22, 1996
FAIRCHILD FINANCIAL GROUP, INC.
BD
CRD#: 21404
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(2/23/2023)
RR
Florida(2/23/2023)
IAR
Florida(3/3/2023)
RR
Texas(2/23/2023)
Exams
State Security Law Exam
State Security Law 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
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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 (26 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,142 |
| AUM (Assets Under Management) | $ 3,612,629,819 |
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.
