Adviser and broker representative · Insigneo Advisory Services, LLC
Lilian C. Perez
CRD 6749353 · Coral Gables, FL
At a glance
Lilian C. Perez is an investment adviser representative with Insigneo Advisory Services, LLC in Coral Gables, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Lilian’s SEC record dates to 2021, about 5 years ago. Lilian is also registered as a broker representative.
Current advisory firm
- Insigneo Advisory Services, LLCSince November 2025Coral Gables, FL · $5.2B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Lilian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Insigneo Advisory Services, LLC
- Carlos M. AsilisCoral Gables
- Luiz David AzambujaCoral Gables
- Jose A. CabreraCoral Gables
- Jose CabreraCoral Gables
- John E. HealyCoral Gables
- Reynaldo HellmundCoral Gables
- Mariela MayCoral Gables
- Cristina B. MendezCoral Gables · Certified Financial Planner
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