LC
Lisandro J. Chanlatte
INSIGNEO ADVISORY SERVICES
NEW YORK, NY 10022
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CRD#: 4112367
LC
Professional summary
Lisandro J Chanlatte, who also goes by Lisandro Jose Chanlatte, is a registered financial advisor currently at INSIGNEO ADVISORY SERVICES, LLC located in New York, New York and INSIGNEO SECURITIES, LLC located in New York, New York.
Lisandro is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Lisandro has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lisandro Jose Chanlatte
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.
-INSIGNEO ADVISORY SERVICES LLC (Affiliate), dually registered with the affiliated Firm as investment adviser, devoted to the other business 5 hrs/week. -BAP DEVELOPMENT, REAL ESTATE DEVELOPMENT FIRM (2601 S. BAYSHORE DRIVE, 10TH FLOOR, MIAMI FLORIDA); ADVISORY BOARD MEMBER; MAY 2011; 10 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; ADVISORY SERVICES ON STRATEGY AND BUSINESS DEVELOPEMENT -AC GLOBAL INVESTMENT PARTNERS LLC_ Doing business As (DBA)_ Investment related_ Address: 3585 Palmetto Ave Coconut Grove, FL 33133_Nature: Conduct Brokerage and Advisory Business through Insigneo Securities LLC and Insigneo Advisory Services LLC,_ Position: Founder and General Partner_Start date: 07/2025_ Devoted: 160 hrs/month during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Lisandro J Chanlatte'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
July 10, 2025 - Present
INSIGNEO ADVISORY SERVICES, LLC
Office #1: 410 Park Avenue Suite 420, New York, NY 10022RIA
CRD#: 282589
NEW YORK, NY
Current
July 10, 2025 - Present
INSIGNEO SECURITIES, LLC
Office #1: 410 Park Avenue, Suite 420, New York, NY 10022BD
CRD#: 29249
New York, NY
Past
March 28, 2017 - June 6, 2025
CITI PRIVATE ALTERNATIVES, LLC
BD
CRD#: 153777
New York, NY
Past
February 6, 2012 - June 6, 2025
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
New York, NY
Past
September 21, 2011 - June 6, 2025
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
New York, NY
Past
May 1, 2001 - July 22, 2002
J.P. MORGAN SECURITIES INC.
BD
CRD#: 18718
NEW YORK, NY
Past
February 8, 2000 - May 1, 2001
JPMSI
BD
CRD#: 15733
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
Connecticut(7/10/2025)
IAR
Connecticut(7/10/2025)
RR
Delaware(7/10/2025)
IAR
Delaware(7/11/2025)
RR
Florida(7/10/2025)
IAR
Florida(7/15/2025)
RR
New Jersey(7/10/2025)
IAR
New Jersey(7/10/2025)
RR
New York(7/10/2025)
IAR
New York(7/10/2025)
RR
Puerto Rico(7/10/2025)
IAR
Puerto Rico(8/7/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
