J.P. Morgan Securities
47yrs
Top 1% by experience in Miami
13yrs
Adrian Leon
Financial advisor at Insigneo Advisory Services
Adrian Leon has worked in the financial industry for 13 years and is a fiduciary financial advisor based in Miami, Florida. Adrian has been with Insigneo Advisory Services since 2025; before that, Adrian spent a year at Alvarium Investment Managers (us) and ten years at Alti Wealth Management (us International). Adrian holds the CFA designation.
One of 3158 advisors with offices in Miami, and one of 3035 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?More experience than 55% 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.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Dec 2025 – nowInsigneo Advisory Services, LLCCurrent firm
- Nov 2019 – Apr 2021Alvarium Investment Managers (us), LLCPreviously
- 2014 – 2024Alti Wealth Management (us International), Inc.Previously
Contact Adrian
(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 Adrian
Tailored to Adrian’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 Adrian
How do I contact Adrian?
Call Insigneo Advisory Services at (305) 373-9000 and ask for Adrian Leon. Adrian works from the Miami, FL office.
How long has Adrian been a financial advisor?
Adrian has been in the industry since 2014, about 13 years. More experience than 55% of advisors in Miami.
What licenses does Adrian hold?
Series 65. Tap any license on this page to see what it allows.
Is Adrian a fiduciary?
Adrian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Adrian paid?
Insigneo Advisory Services reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Adrian 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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