Zenia Delgado, financial advisor Beverly Hills CA

Zenia Delgado

CRD Number: 5061089
Current Firm: Insigneo Advisory Services, LLC

Zenia Delgado (CRD# 5061089) is an Investment Advisor Representative working at Insigneo Advisory Services, LLC in Beverly Hills, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Galliott Capital Advisors Los Angeles, CA Apr 2021 - Current < 1
Insigneo Securities, LLC Miami, FL Jul 2020 - Current 1
Insigneo Advisory Services Miami, FL Jul 2020 - Current 1
Morgan Stanley Los Angeles, CA May 2016 - Jul 2020 4
Jpmorgan Chase Bank, N.a. Los Angeles, CA Oct 2010 - Jun 2016 5
J.p Morgan Securities Inc. Los Angeles, CA Jul 2010 - Jun 2016 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2010
Contact Info for Zenia L. Delgado
Phone Number: 305.373.9000
Firm Website: http://www.insigneo.com
Registered State(s):
  • AZ
  • CA
  • FL
  • PR
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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