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Paul Edward Duffy

INSIGNEO ADVISORY SERVICES, LLC·MIAMI, Florida
Series 8Series 7Series 65Series 63SIE
Unclaimed Profile
777 BRICKELL AVENUE, SUITE 1010, MIAMI, FL 33131CRD# 2227111Firm CRD# 282589
01

About

Paul Edward Duffy is a registered financial advisor based in MIAMI, Florida, affiliated with INSIGNEO ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
INSIGNEO ADVISORY SERVICES, LLC
INSIGNEO ADVISORY SERVICES, LLC
AUM
$3.1B
Regulatory assets under management
Employees
185
Total firm employees
View all advisors at INSIGNEO ADVISORY SERVICES, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: REBATES/TRAILER FEES
Regulatory
SEC/IARD CRD# 2227111
Firm CRD# 282589
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Edward Duffy offer?
Paul Edward Duffy specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in MIAMI, Florida for a consultation.
What are Paul Edward Duffy's credentials?
Paul Edward Duffy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Edward Duffy located?
Paul Edward Duffy 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 Paul Edward Duffy charge for services?
Paul Edward Duffy'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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Research
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