Guillermo Pollitzer, financial advisor Miami FL

Guillermo Pollitzer

CRD Number: 3121699
Current Firm: Insigneo Advisory Services, LLC

Guillermo Pollitzer (CRD# 3121699) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Miami, FL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Insigneo Securities, LLC Montevideo, Jul 2017 - Current 6
Global Investor Advisory Services, LLC Miami, FL Jul 2017 - Current 6
Northeast Securities Inc. Buenos Aires, Apr 2010 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2000
S65 NASAA Investment Advisors Law Examination Jan 2008
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Guillermo A. Pollitzer
Phone Number: 305.373.9000
Firm Website: http://www.insigneo.com
Registered State(s):
  • FL
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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