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Maria Solanet

INSIGNEO ADVISORY SERVICES
Davie, FL
·CRD# 4501829·24 years registered

Professional Summary

Maria Solanet, who also goes by Maria Solanet Brooks, Maia Solanet, Maria Solanet Solanet, is a registered financial advisor currently at INSIGNEO ADVISORY SERVICES, LLC located in Davie, Florida and INSIGNEO SECURITIES, LLC located in Miami, Florida. Maria is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Maria has worked at 6 firms and has passed the Series 66, Series 63, Series 6TO, SIE,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Maria Solanet Brooks, Maia Solanet, Maria Solanet Solanet

Blog Corner

More Resources

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

24 years registered in the securities industry

Current & Past Employments

Current

INSIGNEO ADVISORY SERVICES, LLCCurrent·CRD# 282589
RIA
Davie, FL
February 9, 2023 - Present
INSIGNEO SECURITIES, LLCCurrent·CRD# 29249
BD
1221 Brickell Ave 27th Floor, Miami, FL 33131
February 6, 2023 - Present

Past

MORGAN STANLEYPast·CRD# 149777
RIA
Plantation, FL
November 24, 2015 - February 8, 2023
MORGAN STANLEYPast·CRD# 149777
BD
Plantation, FL
November 20, 2015 - February 8, 2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
RIA
Plantation, FL
June 1, 2012 - November 24, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDPast·CRD# 7691
BD
Plantation, FL
May 31, 2012 - November 24, 2015
MORGAN STANLEYPast·CRD# 149777
RIA
Plantation, FL
July 11, 2011 - June 21, 2012
MORGAN STANLEYPast·CRD# 149777
BD
Plantation, FL
June 2, 2011 - June 21, 2012
HSBC SECURITIES (USA) INC.Past·CRD# 19585
BD
Fort Lauderdale, FL
September 30, 2005 - March 28, 2011
WELLS FARGO CLEARING SERVICES, LLCPast·CRD# 19616
BD
St. Louis, MO
September 13, 2002 - June 28, 2005

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Current Firm

IA
INSIGNEO ADVISORY SERVICES, LLC

1202 WEALTH MANAGEMENT | TRANSATLANTIC INVESTMENT PARTNERS, LLC | THE PRIVATE WEALTH GROUP | THE BAY WEALTH GROUP | THE AMERICAS FINANCIAL 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 - SEC (2/22/2016 Approved)

Contact Information

Main Address

1221 Brickell Avenue 27th Floor, Miami, FL 33131

Phone Number

(305) 373-9000

# of Employees

223

SEC notice filing (35 States and Territories)

Registered to provide investment advisory services in 35 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IAS BROCHURE (3/31/2026)

Regulatory Assets Under Management

Total Number of Accounts

5,107

AUM (Assets Under Management)

$5,162,797,048

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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 affiliated firm to provide Investment Advisory services. Since 2/23. 50% of work hours -La Verde Corp_No securities related_Address: Davie (FL)_Nature: pass through entity for tax purposes_Position: President and owner_Start date: 04/20/2023_Devote 0 hrs/month_Devote 0 hrs/month during securities hours. -UFC4Wealth._ Investment related / Not affiliate entity of Insigneo / Address: Miami, FL / Nature: Pennsylvania Non-resident producer Indv. to sell Life and Fixed Annuities, Variable Life/Variable Annuity / Start date: 09/2025 / Devoted: 0 hrs/month and 0 hrs/month during securities trading hours.

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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 | THE AMERICAS FINANCIAL 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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Delaware
(4/11/2024)
RR
Florida
(2/6/2023)
IAR
Florida
(3/14/2023)
RR
New York
(2/6/2023)
IAR
New York
(5/8/2023)
RR
Ohio
(2/6/2023)
IAR
Ohio
(2/9/2023)
RR
Pennsylvania
(3/9/2023)
IAR
Pennsylvania
(3/13/2024)
RR
Virginia
(2/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jul 2011About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 2002About the Series 63 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2023About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2011About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 2002About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Maria Solanet's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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