Michael Robert Averett
Financial advisor at Insigneo Advisory Services, LLC · Miami, FL
Last updated 2026-10-10
Claim your profileMichael Robert Averett is a financial advisor at Insigneo Advisory Services, LLC in Miami, FL, CRD 5311774. Licenses and exams on the registration: Series 66. IAPD registration began 2016-09-06.
Registration
- CRD number
- 5311774
- Registration status
- Active
- IAPD registration
- 2016-09-06
- Industry Experience
- 10 years
- Work Experience
- 15 years
- States registered
- FL
Licenses and exams
- Series 66
Work history
- 2024-01 to 2026-06 · Insigneo Securities LLC · Miami, FL
- 2011-08 to 2022-01 · Citi International Personal Banking (ipb) · Miami, FL
- 2022-02 to 2024-01 · Bolton Global Capital · Miami, FL
- 2024-01 to 2026-06 · Insigneo Advisory Services LLC · Miami, FL
- 2024-01 to 2024-12 · Insigneo International Financial Services LLC · San Juan, PR
- 2026-07 to Present · Insigneo Securities LLC · Miami, FL
- 2026-07 to Present · Insigneo Advisory Services LLC · Miami, FL
Current employment
- Insigneo Advisory Services, LLC · Miami, FL
Insigneo Advisory Services, LLC
- Regulatory AUM
- $5,162,797,048
- Registered advisors
- 225
- Offices
- 95
- Clients per advisor
- 19.9 (Low)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 9.0% (Low)
Insigneo Advisory Services, LLC: advisors, services and reported ETF investments
About
Michael Robert Averett is a financial advisor at Insigneo Advisory Services, LLC in Miami, FL. Reported securities licenses include Series 66. The latest record indicates 10 years of industry experience and 15 years of reported work history. Reported roles include Insigneo Securities LLC, Insigneo International Financial Services LLC, Bolton Global Capital, Citi International Personal Banking (ipb), among others.
SEC disclosures list additional business and community activities: Insigneo Advisory Services Llc ("ias") _ Affiliate Ria _ Investment-Related _ Miami.
Insigneo Advisory Services, LLC's firm-level Form ADV reports 225 advisors across 95 offices; approximately 19.9 clients per advisor, average assets per client of $1,154,214, and regulatory AUM of $5.2B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $879.6M across 346 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Michael Robert Averett personally.
Reported ETF positions
Insigneo Advisory Services reports 346 ETF positions worth $879.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPY — SPDR S&P 500 ETF TRUST | $127.5M |
| QQQ — Invesco QQQ Trust, Series 1 | $70.6M |
| GLD — SPDR Gold Shares | $49.1M |
| RSP — Invesco S&P 500 Equal Weight ETF | $20.1M |
| VOO — Vanguard S&P 500 ETF | $19.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Insigneo Advisory Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | PVAL — Putnam Focused Large Cap Value ETF | $2.1M | Top 99.7% | Peer conviction 84.8% · Active return +5.55% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $19.8M | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | IBDZ — iShares iBonds Dec 2034 Term Corporate ETF | $712.5K | Top 99.8% | Residual alpha +0.78% · Residual Sharpe 0.13 |
| Diversification Benefits | CLOZ — Eldridge BBB-B CLO ETF | $2.2M | Top 99.1% | Replicability (R²) 36.4% · Residual Sharpe 0.53 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Insigneo Advisory Services, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Registered Representative of a Broker-Deale
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
1221 Brickell Avenue, Miami, FL 33131
224 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 305.373.9000
- Website: insigneo.com
- Youtube
Official record
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