EV
Edward Varona
INSIGNEO ADVISORY SERVICES
Miami, FL 33131
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CRD#: 5614292
EV
Professional summary
Edward Varona is a registered financial advisor currently at INSIGNEO ADVISORY SERVICES, LLC located in Miami, Florida and INSIGNEO SECURITIES, LLC located in Miami, Florida.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Edward has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.
1.RENTAL PROPERTY, INV RELATED, NORTH MIAMI BEACH, FL, 100% OWNERSHIP, START 7/1/2016, ZERO HOURS PER MONTH, ZERO DURING TRADING, LANDLORD. 2.RENTAL PROPERTY, LANDLORD SINCE 12/16/16, ISSUE RENTAL LEASES AND VOTE ON HOA MATTERS, OWNE, .5 HOURS/MONTHLY DEVOTED TO THIS OBA/0 DURING TRADING HOURS. 3.205 GOLF VILLAS, RENTAL PROPERTY; INV. RELATED; OWNER SINCE 5/1/17 IN LAKE PLACID, FL 0 HRS DEDICATED TO THIS OBA/0 DURING TRADING HOURS. 4.GOLF VILLAS, OWNER SINCE 5/1/17 RENTAL PROPERTY LOCATED IN LAKE PLACID, FL 0 HRS. DEDICATED TO THIS OBA/0 DURING TRADING HOURS. 5.300 GOLF VILLAS, OWNER OF RENTAL PROPERTY SINCE 10/18/18, LOCATED IN LAKE PLACID, FL 0 HOURS DEDICATED TO THIS OBA/0 DURING TRADING HOURS. 6.112 GOLF VILLAS, OWNER OF RENTAL PROPERTY SINCE 5/1/17 LOCATED IN LAKE PLACID, FL 0 HRS. DEDICATED TO THIS OBA/0 DURING TRADING HOURS. 7.215 GOLF VILLAS OWNER OF RENTAL PROPERTY SINCE 10/15/19 LOCATED IN LAKE PLACID, FL 0 HOURS DEDICATED TO THIS OBA/0 DURING TRADING HOURS. 8.INSIGNEO ADVISORY SERVICES, INVESTMENT RELATED, FINANCIAL ADVISOR SINCE 2/22/21, 20 HRS DEDICATED TO THIS OBA/20 DURING TRADING HOURS. 9.Golf Villas Homeowner's Association. Not Investment Related. Treasurer of Homeowner's Association. Since 3/2021. Located in Lake Placid, FL. 2 hours per month 10.Down Neck Capital LLC. Passthrough entity. Investment Related. Owner. Since 7/2021. 11.CURRENT YIELD LLC_Non Securities related / Address: Florida / Nature: Investment rental properties, purchase of an additional rental property studio apartment :104 Golf Villas CT NW Lake Placid, Florida 33852 / Position: Manager and 75% ownership / Start date: 12/2024 / Devote: 0 hrs/month and 0 hrs/month during trading hours. 12. HOMETOWN RENTALS OF CENTRAL FLORIDA LLC _Non-investment related / Address: Surfside, FL / Nature: rental property management business. / Position: Manager and Partner, 35% ownership / Start date: 04/2025 / Devote: 1 hrs/month and 0 hrs/month during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Edward Varona'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
February 26, 2021 - Present
INSIGNEO ADVISORY SERVICES, LLC
Office #1: 1221 Brickell Avenue 27th Floor, Miami, FL 33131RIA
CRD#: 282589
Miami, FL
Current
February 26, 2021 - Present
INSIGNEO SECURITIES, LLC
Office #1: 1221 Brickell Ave 27th Floor, Miami, FL 33131BD
CRD#: 29249
Miami, FL
Past
September 1, 2010 - March 5, 2021
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MIAMI, FL
Past
December 16, 2008 - March 5, 2021
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
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(2/26/2021)
RR
Florida(2/26/2021)
IAR
Florida(3/16/2021)
RR
Georgia(2/26/2021)
RR
Nebraska(2/13/2025)
IAR
New Jersey(2/13/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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
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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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