RH
Reynaldo Hellmund
INSIGNEO ADVISORY SERVICES
Coral Gables, FL
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CRD#: 6332727
RH
Professional summary
Reynaldo Hellmund, who also goes by Reynaldo Hellmund Fonseca, is a registered financial advisor currently at INSIGNEO ADVISORY SERVICES, LLC located in Coral Gables, Florida and INSIGNEO SECURITIES, LLC located in Coral Gables, Florida.
Reynaldo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Reynaldo has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Reynaldo Hellmund Fonseca
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_ Affiliate, dually registered with the affiliate / Devote 12 hrs/week. -ALPHA DRACO LLC_Securities Related / Address: Miami, FL / Nature: Investment vehicle to do personal investments in non public companies / Position: owner / Start date: 02/2025 / Devote: 1 hrs/month and 0 hrs/month during trading hours. -GAP WEALTH MANAGEMENT LLC (DBA)_ Securities related / Address: Miami, FL / Nature: Registered LLC for Brokerage and Advisory Business through Insigneo / Start date 03/2025
CRS (Client Relationship Summary) - RIA
Click below to view Reynaldo Hellmund'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
April 1, 2025 - Present
INSIGNEO ADVISORY SERVICES, LLC
Office #2: 3011 Ponce De Leon, Suite 1410, Coral Gables, FL 33134RIA
CRD#: 282589
Coral Gables, FL
Current
March 21, 2025 - Present
INSIGNEO SECURITIES, LLC
Office #1: 3011 Ponce De Leon, Suite 1410, Coral Gables, FL 33134BD
CRD#: 29249
Coral Gables, FL
Past
July 31, 2018 - March 28, 2025
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
Miami, FL
Past
July 27, 2018 - March 28, 2025
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
Miami, FL
Past
July 27, 2018 - March 28, 2025
CITI PRIVATE ALTERNATIVES, LLC
BD
CRD#: 153777
Miami, FL
Past
June 26, 2017 - August 17, 2018
HSBC SECURITIES (USA) INC.
RIA
CRD#: 19585
MIAMI, FL
Past
August 17, 2016 - August 17, 2018
HSBC SECURITIES (USA) INC.
BD
CRD#: 19585
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(11/3/2025)
IAR
California(11/4/2025)
RR
Florida(3/21/2025)
IAR
Florida(4/1/2025)
RR
Georgia(11/3/2025)
IAR
Georgia(11/4/2025)
Exams
State Security Law 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.
