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Adrian Leon

INSIGNEO ADVISORY SERVICES
Miami, FL
·CRD# 6312762·12 years experience

Professional Summary

Adrian Leon, who also goes by Adrian Jose Leon, Adrian Leon Crespo, is a registered financial advisor currently at INSIGNEO ADVISORY SERVICES, LLC located in Miami, Florida and INSIGNEO SECURITIES, LLC located in Miami, Florida. Adrian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Adrian has worked at 4 firms and has passed the Series 65, Series 7TO and SIE exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Adrian Jose Leon, Adrian Leon Crespo

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

12 years in the financial services industry

Current & Past Employments

INSIGNEO ADVISORY SERVICES, LLC·CRD# 282589
RIA
Miami, FL
August 18, 2025 - Present
INSIGNEO SECURITIES, LLC·CRD# 29249
BD
1221 Brickell Ave 27th Floor, Miami, FL 33131
August 31, 2026 - Present
ALVARIUM INVESTMENT MANAGERS (US), LLC·CRD# 285731
RIA
Miami, FL
November 20, 2019 - April 22, 2021
ALTI WEALTH MANAGEMENT (US INTERNATIONAL), INC.·CRD# 152104
RIA
Miami, FL
April 29, 2014 - January 12, 2024

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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

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.

The Rema Crespo Trust _ Investment Related _ Sioux Falls, SD _ Private family trust _ Position/title: Investment Advisor & Trust Protector _ Jan 2028 _ 5Hrs/month devote to trust _ 0Hrs/month during trading hours. // INSIGNEO ADVISORY SERVICES LLC (“IAS”) _ Investment related_ Address: Miami, Florida, US_ Nature: Affiliated RIA Firm that offers investment advisory products and services_ Position: Investment adviser_ Start date: 08/2025_ Devoted time: Time allocated proportionately between Insigneo Securities LLC and Insigneo Advisory Services LLC ----- ALC CONSULTING PROV3 LLC Non investment related_ Address: Miami, Florida_ Nature: provide limited administrative and operational consulting services. Additionally the entity may be used to develop general financial literacy content, including books or other educational materials; however, such content must remain educational in nature and may not include investment advice, securities recommendations, or references to advisory services. No seminars, webinars, podcasts, or public presentations related to financial markets or investment topics will be conducted through this entity. _ Position: Owner and authorized person_ Start date: 06/2024_ Devoted: 20 hrs/month and 0 hrs/month during securities trading hours._ Duties: coordination with third-party professionals, invoice review, cost control assistance, and general operational support and does not involve investment advice, financial planning, securities recommendations, capital raising, solicitation activities, or advisory services. -----

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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
Florida
(8/18/2025)
RR
Florida
(9/1/2026)
IAR
South Dakota
(12/2/2025)
IAR
Wyoming
(12/1/2025)

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 65 — Uniform Investment Adviser Law Examination

Passed Mar 2014About the Series 65 exam

Series 7TO — General Securities Representative Examination

Passed Aug 2026About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jul 2026About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Adrian Leon's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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