Gonzalo Milian, financial advisor Miami FL

Gonzalo Milian

CRD Number: 6149707
Current Firm: Insigneo Advisory Services, LLC

Gonzalo Milian (CRD# 6149707) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Insigneo Advisory Services, LLC Miami, FL Apr 2021 - Current 2
Insigneo Securties, LLC Miami, FL Jan 2018 - Current 6
Premier Capital Advisors LLC Coral Gables, FL Jan 2018 - Mar 2021 3
Raymond James & Associates Miami, FL Jul 2015 - Jan 2018 2
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jul 2015 < 1
Morgan Stanley Miami, FL Aug 2012 - Jul 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Gonzalo L. Milian
Phone Number: 305.373.9000
Firm Website: http://www.insigneo.com
Registered State(s):
  • CA
  • FL
  • NC
  • PR
  • SC
By the Numbers
  • Total Assets Under Management
    2,197
    MILLIONS
  • Total Number of Accounts
    2,910
    ACCOUNTS
  • Average Account Value
    $754,991
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, IL, MA, NC, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, VI, WA, WI, WY

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