SG
Samuel Goihman Benaim
INSIGNEO ADVISORY SERVICES
Miami, FL 33131
Some features on this profile are disabled
CRD#: 6824645
SG
Professional summary
Samuel Goihman Benaim, who also goes by Samuel Goihman, Samuel Goihman Benaim, is a registered financial advisor currently at INSIGNEO ADVISORY SERVICES, LLC located in Miami, Florida and INSIGNEO SECURITIES, LLC located in Miami, Florida.
Samuel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Samuel has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 79 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Samuel Goihman | Samuel Goihman Benaim
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.
-Name: CRYSTEP LLC Securities related. Address: 3640 Yacht Club Dr, Apt 1701 Aventura, FL, 33180 Nature: Digital asset education Title: Business consultant Start date: 03/2025 Devoted to the business: 20 hrs/month and 0 hrs/month Duties: Reviewing and providing feedback on the entity roadmap, expansion, assessing market positioning and competitive landscape, developing business valuation model, conducting market research. -INSIGNEO ADVISORY SERVICES LLC Affiliate _ Investment related _ Miami, FL _ Investment Advisor _ June 2024 _ Devote 80Hrs/Month -Name: 1818 MADISON LLC, Investment related. No securities related. Address: 21150 Point Pl, Unit 2702, Aventura, FL, 33180 Nature: Family Real Estate investments Title: Manager and owner 33.33% Start date: 09/2020 Approximate number of hours/month devoted to the business: 4 hours a month (zero hours devoted during trading hours, the 4 hours a month are during the weekends). Duties: rent collection for a family rental property -Name: 2511 PIERCE LLC, No securities related. Address: 21150 Point Pl, Unit 2702, Aventura, FL, 33180 Nature: family rental properties Title: Manager and owner 33.33% Start date: 09/2020 Approximate number of hours/month devoted to the business: 4 hours a month (zero hours devoted during trading hours, the 4 hours a month are during the weekends). Duties: rent collection for a family rental property. -Name: GOIHMAN ACQUISITION I LLC No Investment related. No securities related. Address of business: 3640 Yacht Club Dr, Aventura, FL, 33180 Nature: Rental property Position, title, association: Owner Start date of relationship: 03/2022 Number of hours devoted: 5 hrs/month Number of hours devoted during trading hours: 0 Duties: Rent collection and general administration -Name: GOIHMAN REDENSKY DESIGN LLC No Investment related. No securities related Address of business: 3640 Yacht Dr, Aventura, FL, 33180 Nature of business: My wife's freelancing company for interior design projects. Position: Manager Start date of relationship: 02/2022 Number of hours devoted: 2 hrs/month, 0 hrs/month during trading hours. Duties: This is my wife's freelancing company for interior design projects. I help her with minor administration and monitoring company activity. -Name: SEA INVESTMENTS 18 LLC No Investment related. No securities Related Address of business: 21150 Point Pl, Aventura, FL, 33180 Nature: Real Estate properties investment Position: Manager and owner 33.33% Start date of relationship: 09/2020 Number of hours devoted: 2 hrs/month Number of hours devoted during trading hours: 0 Duties: Rent collection and minor administrative tasks. -Name: SVE I LLC No Investment related. Non securities related Address of business: 3640 Yacht Dr., Aventura, FL, 33180 Nature: Rental property Position: Manager Start date of relationship: 04/2022 Number of hours devoted: 2 hrs/month Number of hours devoted during trading hours: 0 Duties: I help collect rents and administrate investment they have made.
CRS (Client Relationship Summary) - RIA
Click below to view Samuel Goihman Benaim'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
June 10, 2024 - Present
INSIGNEO ADVISORY SERVICES, LLC
Office #1: 1221 Brickell Avenue 27th Floor, Miami, FL 33131RIA
CRD#: 282589
Miami, FL
Current
June 6, 2024 - Present
INSIGNEO SECURITIES, LLC
Office #1: 1221 Brickell Ave 27th Floor, Miami, FL 33131BD
CRD#: 29249
Miami, FL
Past
October 9, 2020 - June 3, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MIAMI, FL
Past
October 8, 2020 - June 3, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MIAMI, FL
Past
August 14, 2017 - September 18, 2020
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
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
Florida(6/6/2024)
IAR
Florida(6/10/2024)
RR
New York(6/6/2024)
IAR
New York(6/11/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 5/8/2019
General Securities Representative ExaminationGeneral 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.
Company Information
INSIGNEO ADVISORY SERVICES, LLC
CRD#: 282589Miami, FL 33131TRUST BUT VERIFY
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