Ignacio X. Rosales

UYANA PARTNERS LLC

New York, NY

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CRD#: 7146394

Professional summary

Ignacio Xavier Rosales is a registered financial advisor currently at UYANA PARTNERS LLC located in New York, New York.

Ignacio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ignacio has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

BuenTrip Ventures, investment-related, 160 Water St, NY, NY 10038, Chief Behavioral Officer, 06/2024, approx. 20 hours per month none of which are during trading hours, member of the investment committee, assists with founders DD.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ignacio Xavier Rosales's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 19, 2024 - Present

UYANA PARTNERS LLC

RIA

CRD#: 300280

New York, NY

Past

October 30, 2020 - June 15, 2023

UYANA PARTNERS LLC

RIA

CRD#: 300280

Fort Lauderdale, FL

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.

Highlighted states indicate IAR registrations

IAR

Florida
(7/19/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/24/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 6/1/2020

Securities Industry Essentials Examination

Current Firm

UYANA PARTNERS LLC

INSIGNIUM ASSET MANAGEMENT, LLC | UYANA PARTNERS LLC | UYANA PARNTERS LLC

CRD#: 300280 / SEC#: 801-134808

Florida

Registered Investment Advisory firm - (2/12/2020 Approved)

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Contact information

Main Address

1450 Brickell Avenue Suite 2130, Miami, FL 33131

Mailing Address

Phone number

(786) 238-4314

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/22/2025)

Regulatory assets under management

Total Number of Accounts	127
AUM (Assets Under Management)	$ 109,287,018

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.

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Ignacio X. Rosales

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ignacio Xavier Rosales's CRS (Customer Relationship Summary).

Certified licenses

Experience

UYANA PARTNERS LLC

UYANA PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/2020

SIE

Date: 6/1/2020

Current Firm

UYANA PARTNERS LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UYANA PARTNERS LLC

TRUST BUT VERIFY

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