LN
Luis H. Navas
INSIGNEO ADVISORY SERVICES
Miami, FL 33131
Some features on this profile are disabled
CRD#: 4307263
LN
Professional summary
Luis Heliodoro Navas is a registered financial advisor currently at INSIGNEO ADVISORY SERVICES, LLC located in Miami, Florida and INSIGNEO SECURITIES, LLC located in Miami, Florida.
Luis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Luis has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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: Dually registered with affiliate as Investment Adviser in order to conduct advisory business. -AMERICAN NICARAGUAN FOUNDATION (ANF) 501(c)(3) Non profit, Non investment related._ Address: Miami, Florida._ Nature: dedicated to help the neediest people in Nicaragua. It ceased operations in Nicaragua in 2022. Organization is presently dormant._ Start date: 01/01/2011_Position: Board member_ Devoted: 0 hrs/month and 0hrs/months during securities trading hours. -NAVAS HOLDINGS LLC Investment related_ Address: (Miami, FL)_Nature: owns a residential real estate property_ Position: 50% ownership_ Start date: 04/2014_ Devoted: 1 hrs/month and 0 hrs/month during trading hours. -IBEROAMERICAN WEALTH MANAGEMENT LLC Non-investment related_ Address: Miami, FL_ Nature: Pass-through entity for income and expenses, non-securities related_ Position: owner and manager_ Start: 06/26/2017_ Devoted: 2 hours/month and 0 hrs/month during securities trading hours. -FLORIDA INTERNATIONAL BANKERS ASSOCIATION (FIBA) (Miami, FL). Non-investment related. Non profit_ Address: Miami (Florida)._ Nature: FIBA now known as Financial & International Business Association is an association created to serve the financial services industry in Florida. I represent Insigneo before its board and are also member of its Executive Committee._ Start date: 1/2021_ Spends 3 hrs/month and 0 hrs/month during securities trading hours. -THE COLLEGE OF WILLIAM & MARY Familia Advisory Board, Latinx Alumni Non-investment related_ Address: Williamsburg, VA ._ Nature: Familia Advisory Board, Latinx alumni participation in the college's alumni society & sponsorship of latinx students. Also member of the Alumni Society board starting July 1, 2025._ Start date 10/01/2022. _ Devoted: 1 hour per month and 0 hours per month during securities trading hours. No receive compensation -NAVUR HOLDINGS LLC. Non Securities related / Address: Miami, FL / Nature: rental properties / Position: Manager and shareholder 50% / Start date: 09/2024 / Devote 1 hrs/month and 0 hrs/month during trading hours. -FRAMPTOM INTERNATIONAL CORP_ Non-Investment related_ Address: Nassau (Bahamas)_Nature: Estate planning purposes_ Position: Co trustee and I dont have authority on my own_ Start date: 01/2015_Devoted: o hrs/month and 0 hrs/month during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Luis Heliodoro Navas'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
March 9, 2018 - Present
INSIGNEO ADVISORY SERVICES, LLC
Office #1: 1221 Brickell Avenue 27th Floor, Miami, FL 33131RIA
CRD#: 282589
Miami, FL
Current
August 30, 2017 - Present
INSIGNEO SECURITIES, LLC
Office #1: 1221 Brickell Ave 27th Floor, Miami, FL 33131BD
CRD#: 29249
Miami, FL
Past
December 7, 2020 - December 3, 2021
INSIGNEO WEALTH ADVISORS, LLC
RIA
CRD#: 112706
MIAMI, FL
Past
March 9, 2018 - September 11, 2020
INSIGNEO WEALTH ADVISORS, LLC
RIA
CRD#: 112706
MIAMI, FL
Past
July 21, 2017 - August 29, 2017
BOLTON GLOBAL CAPITAL
BD
CRD#: 15650
Miami, FL
Past
April 19, 2004 - January 6, 2017
SANTANDER SECURITIES LLC
BD
CRD#: 41791
MIAMI, FL
Past
May 3, 2001 - April 20, 2004
COUTTS SECURITIES INC.
BD
CRD#: 105260
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
Florida(8/30/2017)
IAR
Florida(3/9/2018)
Exams
State Security Law 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
Registered Investment Advisory firm - (2/22/2016 Approved)Upgrade to AdvisorCheck Premium
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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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