YG
Yoryana Goncalves
INSIGNEO ADVISORY SERVICES
Miami, FL 33131
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CRD#: 3151178
YG
Professional summary
Yoryana Goncalves, who also goes by Yoryana Goncalves Ms., is a registered financial advisor currently at INSIGNEO ADVISORY SERVICES, LLC located in Miami, Florida and INSIGNEO SECURITIES, LLC located in Miami, Florida.
Yoryana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Yoryana has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Yoryana Goncalves Ms.
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. RENTAL PROPERTY; NON INVESTMENT RELATED; HIALEAH, FL; 100% OWNERSHIP; START 7/2020; ZERO HRS MONTHLY DURING NON-TRADING HOURS AND ZERO MONTH DURING TRADING; COLLECT RENTAL INCOME. 2. YG 78 LLC_No investment related_Address: Miami F_Nature: State planning_Position: MGR/Owner_Start date: 07/27/2019_Devote 0 hrs/month and 0 hrs/month during trading hours. 3. EDIBERE 7-8 LLC_No investment related_Address: Miami, FL_Nature: tax purpose_Position: MRG/Owner_Start date: 10/26/2021_Devote 0 hrs/month and 0 hrs/month during trading hours. 4. REGISTERED BEHAVIOR TECH (RBT) CERTIFICATION_No investment related_ Florida_ Nature: work with children with autism and other developmental disabilities to help them learn new skills and improve their behavior. I only have a certificate and never worked. _Position: Registered Behavior Technician RBT_Start date: 02/21/2024._Devoted: 0 hrs/month 5. AAA USA, LLC: Not investment related; Miami, FL; Nature: Former Husband's Estate Planning_ Position: Authorized Member_ Start Date 3/26/24; not devote any hours to this activity. 6. Brickell Forest Condominium Inc - non-investment related; 2400 Brickell Ave., Miami, FL33129; Nature: Condominium Association Board; Position/Title: Board Member/Director; Start Date" 4/19/24; Devoted 4 hrs./month and 0 hrs. during securities trading hours; Duties are to protect the interests of the association , maintain common structures and areas and enhance the lifestyles of all residents. (duties of all board members) 7. INSIGNEO ADVISORY SERVICES LLC (Affiliate) Dually registered as investment adviser with the affiliated Firm, devoted to the business 20 hours/week
CRS (Client Relationship Summary) - RIA
Click below to view Yoryana Goncalves'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 4, 2025 - Present
INSIGNEO ADVISORY SERVICES, LLC
Office #1: 1221 Brickell Avenue 27th Floor, Miami, FL 33131RIA
CRD#: 282589
Miami, FL
Current
May 29, 2025 - Present
INSIGNEO SECURITIES, LLC
Office #1: 1221 Brickell Ave 27th Floor, Miami, FL 33131BD
CRD#: 29249
Miami, FL
Past
June 11, 2024 - May 21, 2025
OCEAN FINANCIAL ADVISORS LLC
RIA
CRD#: 291950
Miami, FL
Past
April 19, 2024 - May 21, 2025
OCEAN FINANCIAL SERVICES, LLC
BD
CRD#: 164289
MIAMI, FL
Past
July 9, 2021 - April 12, 2024
INSIGNEO ADVISORY SERVICES, LLC
RIA
CRD#: 282589
MIAMI, FL
Past
June 1, 2021 - April 12, 2024
INSIGNEO SECURITIES, LLC
BD
CRD#: 29249
MIAMI, FL
Past
August 9, 2006 - June 1, 2021
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MIAMI, FL
Past
August 8, 2006 - June 1, 2021
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
MIAMI, FL
Past
August 25, 2005 - August 21, 2006
UBS INTERNATIONAL INC.
RIA
CRD#: 107726
MIAMI, FL
Past
August 18, 2005 - August 21, 2006
UBS INTERNATIONAL INC.
BD
CRD#: 107726
NEW YORK, NY
Past
September 15, 2004 - July 13, 2005
EFG CAPITAL INTERNATIONAL LLC
RIA
CRD#: 28349
MIAMI, FL
Past
September 14, 2004 - July 13, 2005
EFG CAPITAL INTERNATIONAL LLC
BD
CRD#: 28349
MIAMI, FL
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(6/3/2025)
RR
Florida(5/29/2025)
IAR
Florida(6/4/2025)
RR
Texas(5/29/2025)
RR
Washington(6/3/2025)
Exams
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.
Company Information
INSIGNEO ADVISORY SERVICES, LLC
CRD#: 282589Miami, FL 33131TRUST BUT VERIFY
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