Unclaimed Profile

Michael Robert Averett

INSIGNEO ADVISORY SERVICES, LLC·MIAMI, Florida

SIE, Series 7, Series 9, Series 10, Series 24, Series 66Clean record9 years registeredINSIGNEO ADVISORY SERVICES, LLC

1221 BRICKELL AVENUE, MIAMI, FL 33131CRD# 5311774Firm CRD# 282589

Profile Verification

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

Identity

Michael Robert Averett · MIAMI, FL

Registration

CRD #5311774 · INSIGNEO ADVISORY SERVICES, LLC · 9 years registered

Brand Profile

Not yet started

Career History

INSIGNEO ADVISORY SERVICES, LLC

Feb 2024 – present

BOLTON GLOBAL ASSET MANAGEMENT

Mar 2022 – Jan 2024

MIAMI, FL

CITIGROUP GLOBAL MARKETS INC.

Sep 2016 – Feb 2022

MIAMI, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 66

Registration record

First registered · September 6, 2016

Years registered · 9

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 Michael Robert Averett offer?

Michael Robert Averett specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.

What are Michael Robert Averett's credentials?

Michael Robert Averett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Robert Averett located?

Michael Robert Averett is based in MIAMI, Florida, working with INSIGNEO ADVISORY SERVICES, LLC. Their office serves clients in the MIAMI metropolitan area and surrounding communities.

How does Michael Robert Averett charge for services?

Michael Robert Averett'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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