FD
Felix J. Dones-pagan
INSIGNEO ADVISORY SERVICES
San Lorenzo, PR
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CRD#: 5741297
FD
Professional summary
Felix Jose Dones-pagan, who also goes by Felix J. Dones-pagan, is a registered financial advisor currently at INSIGNEO ADVISORY SERVICES, LLC located in San Lorenzo, and INSIGNEO SECURITIES, LLC located in San Juan, .
Felix is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Felix has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Felix J. Dones-Pagan
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 (IAS) _ AFFILIATE _ MIAMI, FL _ REGISTERED WITH AFFILIATE RIA IN ASSET ALLOCATION, SPENDS APPROX. 8 HRS/MONTHLY. --NABE INVEST LLC _ Not securities related / Address: San Lorenzo, PR. / Nature: Real Estate. / Position: President, ownership 50% / Start date: 07/17/2024 / Devote 0 Hrs/month and 0 Hrs/trading hours. --SMART INSURANCE AGENCY VSJ _ Investment related / Address: Guaynabo, PR / Nature: Authorized representative for Life, Variable Life, Variable annuity, disability and health services products through a general insurance agent registered under the Office of the Commissioner of Insurance of Puerto Rico to do business locally in Puerto Rico. I have a stand alone agreement with Universal Insurance / Position: Authorized representative / Start date: 05/01/2025 / Devote 8 Hrs/month and 4 Hrs/month during securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Felix Jose Dones-pagan'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
October 11, 2019 - Present
INSIGNEO ADVISORY SERVICES, LLC
Office #2: 235 Federico Costa St Parque Las Americas, Suite 101-b, San Juan, PR 00918RIA
CRD#: 282589
San Lorenzo, PR
Current
May 28, 2019 - Present
INSIGNEO SECURITIES, LLC
Office #1: 235 Federico Costa St. Parque Las Americas, Suite 101, San Juan, PR 00918BD
CRD#: 29249
San Juan, PR
Past
April 12, 2016 - May 9, 2019
INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 17053
MIAMI, FL
Past
March 24, 2015 - March 25, 2016
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
CAGUAS, PR
Past
February 22, 2010 - March 25, 2016
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
CAGUAS, PR
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(5/28/2019)
IAR
Florida(10/11/2019)
IAR
Puerto Rico(1/9/2024)
RR
Puerto Rico(3/17/2025)
IAR
Texas(12/22/2023)
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
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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.
