JC
Juan M. Campuzano
INSIGNEO ADVISORY SERVICES
Miami, FL 33131
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CRD#: 5581532
JC
Professional summary
Juan Martin Campuzano, who also goes by Juan Campuzano, is a registered financial advisor currently at INSIGNEO ADVISORY SERVICES, LLC located in Miami, Florida.
Juan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Juan has worked at 7 firms and has passed the Series 65, Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Juan Campuzano
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) Name: Bull Capitale, LLC Position: Owner/Manager Nature: Strictly Real Estate Investing (Not to include primary residence) Investment Related: No Hours: 0 Securities Trading Hours: 0 Start Date: 11/1/2015 Address: 7901 4th St North STE 300 St. Petersburg FL 33702, United States Description: None. Passive Income through rentals. Oversee prop manager. -------------------------------------------------------------------------------------------------------------- 2) Hillguard Wealth Management, LLC _ Investment related _ Address: Delaware, US _ Nature: to conduct business under RIA Insigneo Advisory Services through a DBA. _ Position: Chief Investment Officer _ Start date: Jan 2025 _ Hours devoted: 40/month & 40/month during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Juan Martin Campuzano'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
May 14, 2025 - Present
INSIGNEO ADVISORY SERVICES, LLC
Office #1: 1221 Brickell Avenue 27th Floor, Miami, FL 33131RIA
CRD#: 282589
Miami, FL
Past
January 14, 2025 - June 4, 2025
SANCTUARY ADVISORS, LLC
RIA
CRD#: 226606
MIAMI, FL
Past
September 1, 2016 - November 19, 2024
TRUIST ADVISORY SERVICES, INC.
RIA
CRD#: 283390
CORAL GABLES, FL
Past
June 13, 2014 - December 31, 2016
TRUIST INVESTMENT SERVICES, INC.
RIA
CRD#: 17499
MIAMI, FL
Past
June 26, 2013 - January 11, 2017
TRUIST INVESTMENT SERVICES, INC.
BD
CRD#: 17499
MIAMI, FL
Past
March 31, 2010 - June 18, 2013
SCOTTRADE, INC.
BD
CRD#: 8206
MIAMI, FL
Past
July 21, 2009 - March 18, 2010
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
MOBILE, AL
Past
June 3, 2009 - March 18, 2010
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
MOBILE, AL
Past
October 6, 2008 - November 5, 2008
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
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.Highlighted states indicate IAR registrations
IAR
Florida(5/14/2025)
IAR
New York(5/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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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