Unclaimed Profile

Daniel Deontanon

INSIGNEO ADVISORY SERVICES, LLC·MIAMI, Florida

SIE, Series 3, Series 4, Series 7, Series 7TO, Series 9, Series 10, Series 23, Series 24, Series 31, Series 63, Series 65Clean record24 years registeredINSIGNEO ADVISORY SERVICES, LLC

777 BRICKELL AVENUE, SUITE 1010, MIAMI, FL 33131CRD# 2653594Firm CRD# 282589

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Deontanon · MIAMI, FL

Registration

CRD #2653594 · INSIGNEO ADVISORY SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INSIGNEO ADVISORY SERVICES, LLC

INSIGNEO ADVISORY SERVICES, LLC

Aug 2019 – Oct 2021

MIAMI, FL

UBS INTERNATIONAL INC.

Jun 2002 – Jun 2005

LOS ANGELES, CA

UBS PAINEWEBBER INC.

Apr 2002 – Jun 2002

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 7TO

Series 9

Series 10

Series 23

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · April 30, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSIGNEO ADVISORY SERVICES, LLC

CRD 282589 · SEC 801-107256

AUM

$3.1B

Regulatory assets under management

Employees

185

3,802 client accounts

Services offered by INSIGNEO ADVISORY SERVICES, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at INSIGNEO ADVISORY SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Deontanon offer?

Daniel Deontanon specializes in Investment Management, Retirement Planning, Wealth Management.

What are Daniel Deontanon's credentials?

Daniel Deontanon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Deontanon located?

Daniel Deontanon is based in MIAMI, Florida, last registered with INSIGNEO ADVISORY SERVICES, LLC.

How does Daniel Deontanon charge for services?

Daniel Deontanon's firm is compensated through percentage of aum, subscription fees, other: rebates/trailer fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSIGNEO ADVISORY SERVICES, LLC?

INSIGNEO ADVISORY SERVICES, LLC has approximately 185 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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