J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
13yrs
Leon Alvarez
Full name on record: Leon Rafael Alvarez
Financial advisor at Insigneo Advisory Services
Based in Miami, Florida, Leon Alvarez is a fiduciary financial advisor with 13 years of industry experience. Leon joined Insigneo Advisory Services in 2026, after five years at Vectorglobal Iag and four years at Wells Fargo Advisors. Insigneo Advisory Services offers investment management, private fund management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience13 years (since 2013)
How that compares ?More experience than 58% of advisors in Miami
Office1221 Brickell Avenue 27th Floor, Miami, FL 33131
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$671,962
Advisors at the firm223
States licensed ?1 state
Services through Insigneo Advisory Services
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Jun 2026 – nowInsigneo Advisory Services, LLCCurrent firm
- 2021 – 2026Vectorglobal Iag, Inc.Previously
- 2017 – 2021Wells Fargo Clearing Services, LLCPreviously
- 2013 – 2017Amerant Investments, Inc.Previously
Contact Leon
(305) 373-9000Insigneo Advisory Services main office 1221 Brickell Avenue 27th FloorMiami, FL 33131Office · Get directions Facebook pageInsigneo Advisory Services
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Questions to ask Leon
Tailored to Leon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Leon
How do I contact Leon?
Call Insigneo Advisory Services at (305) 373-9000 and ask for Leon Alvarez. Leon works from the Miami, FL office.
How long has Leon been a financial advisor?
Leon has been in the industry since 2013, about 13 years. More experience than 58% of advisors in Miami.
What licenses does Leon hold?
Series 66. Tap any license on this page to see what it allows.
Is Leon a fiduciary?
Leon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Leon paid?
Insigneo Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Leon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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