Juan Carlos Costas
Investment Adviser Representative at Insigneo Advisory Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Juan Carlos Costas is an investment adviser representative with Insigneo Advisory Services, LLC in San Juan, PR, where they have been registered since 2021. They have worked in the securities industry since 2010 and were previously registered with UBS Financial Services Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida and Puerto Rico.
Registrations & licenses
- Investment adviser:
- Florida, Puerto Rico
- Broker:
1 state or territory
Puerto Rico
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Digital INTL BANKOct 2016 – Aug 2019San Juan, PR
- UnemployedSep 2019 – Nov 2019San Juan, PR
- Insigneo Securities, LLCNov 2019 – no end date reportedMiami, FL
- Insigneo Advisory Services, LLCNov 2019 – no end date reportedMiami, FL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Insigneo Advisory Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
- Firm account minimum
- $100,000 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management services, connecting clients with investment professionals, and providing a platform for investment professionals to operate.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 179
- Offices listed on AdvisorFinder:
- 16
- Main office:
- Miami, FL
- SEC file number:
- 801-107256
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 8, 2026
View full firm profileOther advisors at Insigneo Advisory Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Juan Carlos Costas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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