SA
Santiago Aboal Alvarez
INSIGNEO ADVISORY SERVICES
Montevideo, 11300
Some features on this profile are disabled
CRD#: 6413278
SA
Santiago Aboal AlvarezINSIGNEO ADVISORY SERVICES
Professional summary
Santiago Aboal Alvarez, who also goes by Santiago Aboal Alverez, is a registered financial advisor currently at INSIGNEO ADVISORY SERVICES, LLC and INSIGNEO SECURITIES, LLC .
Santiago is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Santiago has worked at 3 firms and has passed the SIE and Series 7 exams.
Aliases
Santiago Aboal Alverez
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”) _ Investment-related _ Address: Miami, FL _ Nature: Affiliate RIA that offers investment advisory products and services _ Position: Investment Advisor _ Start Date: June 2026 _ Devote approximately 5 hours per month. -------------------------- Insigneo Asesor Internacional S.A. _ Affiliate _ Investment related _ Aug 2022 _ Investment Professional -------------------------- Insigneo Asesor Uruguay S.A. _ Affiliate _ Investment related _ Aug 2022 _ Investment Professional ------------------------- GESAMIFA LIMITED Investment-related_ Address: Road Town, BVI_ Nature: Passive Family Company to hold and manage personal and family assets_ Position and title: Owner 98% and Director_ Start date: 08/2025_ Devoted: 1 hrs/month and 1 hrs/month during securities trading hours_ Duties: Administrator
CRS (Client Relationship Summary) - RIA
Click below to view Santiago Aboal Alvarez'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
July 31, 2026 - Present
INSIGNEO ADVISORY SERVICES, LLC
Office #1: Cr. Luis E. Lecueder 3536 World Trade Center, Torre 2, Oficina 314, Montevideo 11300Office #2: Ruta 8 Km 17500 Zonamerica Edif Beta 4 Oficina 001a, Montevideo 91600RIA
CRD#: 282589
Montevideo,
Current
December 4, 2024 - Present
INSIGNEO SECURITIES, LLC
Office #1: Cr. Luis E. Lecueder 3536 World Trade Center, Torre 2, Oficina 314, Montevideo 11300Office #2: Ruta 8 Km 17500 Zonamerica Edif Beta 4 Oficina 001a, Montevideo 91600BD
CRD#: 29249
Montevideo,
Past
November 5, 2014 - December 4, 2024
INSIGNEO INTERNATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 17053
MONTEVIDEO,
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(1/12/2026)
IAR
Florida(7/31/2026)
Exams
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)Loading...
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 (32 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.
