Registered Investment Advisor
INSIGNEO Advisory Services
Insigneo has been dedicated to its diverse client base since 1985, establishing itself as a leader in the independent brokerage – wealth management industry. The exponential growth in the past decade has been one rooted in the mindset of financial advisors who are seeking a partnership with a company who is finding solutions to their clients’ needs.
Please visit www.insigneo.com for more information and additional disclosures.
Multi Custody
As an independent advisory team, we’re not tied to any single custodian or investment platform. Our open-architecture approach allows us to work across multiple custodians and select strategies purely based on what best serves our clients—not proprietary products or firm mandates. This flexibility lets us build more customized, transparent portfolios and deliver solutions that align closely with each client’s goals.
We are constantly seeking technological innovations to meet our clients’ needs. A great reporting tool allows us to consolidate investment accounts that are not only managed by us but other financial advisors at other institutions as well. This creates more transparency across strategies and allows us to focus on what is most meaningful to our clients.
Orion aggregates all investment accounts to create a more complete view of the client’s risk exposure on a daily basis across all financial institutions and asset classes. We as the advisor sit down with the client and create a tailored view that simplifies their comprehensive plan.
Please visit www.orion.com for more information.
Reporting
We are constantly seeking technological innovations to meet our clients’ needs. A great reporting tool allows us to consolidate investment accounts that are not only managed by us but other financial advisors at other institutions as well. This creates more transparency across strategies and allows us to focus on what is most meaningful to our clients.
Orion
Orion aggregates all investment accounts to create a more complete view of the client’s risk exposure on a daily basis across all financial institutions and asset classes. We as the advisor sit down with the client and create a tailored view that simplifies their comprehensive plan.
Please visit www.orion.com for more information.
Call us
Tel. 305.416.9081
ADDRESS
1221 Brickell Avenue, PH Floor
Miami, FL 33131
Website Disclosure
Honest Wealth, LLC is the “doing business as entity” through which Nicolas Patino, Laura Poo & Kyle Hernandez, investment professionals (“IPs”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) conduct securities and advisory activities. Honest Wealth, LLC is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Insigneo Financial Group, LLC comprises a number of operating businesses engaged in the offering of brokerage and advisory products and services in various jurisdictions. Brokerage products and services are offered through Insigneo Securities, LLC, a broker-dealer registered with the U.S. Securities and Exchange Commission (“SEC”) and member of FINRA and SIPC. Investment advisory products and services are offered through Insigneo Advisory Services, LLC, an investment adviser registered with the SEC. Insigneo has affiliated companies in different locations, so it is important to understand which entity you are conducting business with. Please visit https://insigneo.com/legalentities/ for more information about the differences between these companies, their locations, and what that means for you. Click on the following links to view ISEC- Reg BI- Client Relationship Summary (“Form CRS”) and IAS_Form_ADV_Part_3_CRS.pdf
LinkedIn Disclosure: Honest Wealth, LLC is the “doing business as entity” through which Nicolas Patino, Laura Poo & Kyle Hernandez, investment professionals (“IPs”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) conduct securities and advisory activities. Honest Wealth, LLC is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Articles circulated, market commentary and general ideas I share on LinkedIn should not be construed as specific securities or investment strategies recommendation for you or a business communication by me. If you would like specific investment recommendation, please contact me at nicholas.patino@insigneo.com or call me at 305.416.9081.
Check the background of the IP on FINRA’s BrokerCheck at www.finra.org/brokercheck.
Outlook Disclosure: Honest Wealth, LLC is the “doing business as entity” through which Nicolas Patino, Laura Poo & Kyle Hernandez, investment professionals (“IPs”) of Insigneo Securities, LLC (“ISEC”) and Insigneo Advisory Services, LLC (“IAS”) conduct securities and advisory activities. Honest Wealth, LLC is not itself a broker dealer or an investment advisor and is not under common ownership with ISEC or IAS. Check the background of the IP on FINRA’s BrokerCheck at www.finra.org/brokercheck.
Past performance is not indicative of future results, that investment involves risk, and that loss of principal is possible. Always contact your Investment Professional for specific recommendations.