Yailing Collazo, financial advisor Miami FL

Yailing Collazo

CRD Number: 4781297
Current Firm: Insigneo Advisory Services, LLC

Yailing Collazo (CRD# 4781297) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Insigneo Securities, LLC Miami, FL Sep 2017 - Current 4
Self Employed Miami, FL May 2015 - Sep 2017 2
Dcsi Group Miami, FL Oct 2009 - May 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Yailing Collazo
Phone Number: 305.373.9000
Firm Website: http://www.insigneo.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,482
    MILLIONS
  • Total Number of Accounts
    1,295
    ACCOUNTS
  • Average Account Value
    $1,144,369
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, NJ, NY, PR, SC, TX, VI, WI, WY

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