Renata Mussalem Machado, financial advisor Miami FL

Renata Mussalem Machado

CRD Number: 5351423
Current Firm: Insigneo Advisory Services, LLC

Renata Mussalem Machado (CRD# 5351423) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Insigneo Advisory Services Miami, FL Nov 2020 - Current 3
Insigneo Securities, LLC Miami, FL Nov 2020 - Current 3
Efg Capital International Corp Miami, FL Apr 2014 - Oct 2020 6
Efg Capital Advisors Inc. Miami, FL Apr 2014 - Oct 2020 6
Bank Of America, N.a. Miami, FL May 2013 - Apr 2014 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami, FL Apr 2013 - Apr 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Renata Mussalem Machado
Phone Number: 305.373.9000
Firm Website: http://www.insigneo.com
Registered State(s):
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • NY
  • TX
  • WY
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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