Michael Averett has been Chief Revenue Officer of Insigneo Advisory Services since February 2024, is a control person of the firm and directly owns under 5% of it. Michael Averett holds a B.A. in Business Administration and Spanish from Concordia College and a Master of International Management from Thunderbird School of Global Management.
Insigneo Advisory Services, LLC is a Miami, FL firm with $5.16B under management, 4,473 clients and 178 advisers across 17 offices, as of its June 2026 filing.
Michael Averett is Chief Growth Officer of Insigneo. In this role, he drives the company's organic growth strategy, overseeing all revenue-generating facets. Prior to joining Insigneo, he was Head of Business Development at Bolton Global Capital, where he led firm-wide growth efforts. He spent a 21-year tenure at Citigroup before joining Bolton in February 2022.
Michael Averett’s longest registration was 5 years at Citigroup Global Markets Inc. (2016–2022). Before joining Insigneo Advisory Services in 2024, Michael Averett was registered through Bolton Global Asset Management and Citigroup Global Markets Inc.
- – present · 2 yearsMiami, FL · Adviser representative · Firm CRD 282589
- Bolton Global Asset Management– · 1 yearMiami, FL · Adviser representative · Firm CRD 129376
- Citigroup Global Markets Inc.– · 5 yearsMiami, FL · Adviser representative · Firm CRD 7059
Investment adviser representative registrations
Michael Averett is registered as an investment adviser representative in Florida, since February 2024.
- FloridaSince 23 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 2 September 2016 |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 17 March 2014 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 13 February 2014 |
| Series 24 | General Securities Principal Examination | 19 November 2012 |
| Series 7 | General Securities Representative Examination | 14 February 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Robert Averett
- CRD
- 5311774
- Firm
- Insigneo Advisory Services · CRD 282589
- Role
- Chief Revenue Officer
- Office
- 1221 BRICKELL AVENUE, 27TH FLOOR, Miami, FL 33131
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- insigneo.com
Where does Michael Averett work?
Michael Averett has been Chief Revenue Officer of Insigneo Advisory Services, LLC since February 2024, and is a control person of the firm.
Is Michael Averett a financial advisor?
Yes. Michael Averett has a current investment-adviser registration in Florida, through Insigneo Advisory Services since February 2024.
How many years of experience does Michael Averett have?
Michael Averett has 15 years in the financial industry, since March 2011, across 3 adviser firms.
What exams has Michael Averett passed?
Michael Averett has passed 5 licensing exams: the Series 7, Series 24, Series 9, Series 10 and Series 66. The earliest, the Series 7, was passed in February 2011. FINRA credited Michael Averett with the SIE, which began in October 2018.
Where did Michael Averett work before Insigneo Advisory Services?
Before Insigneo Advisory Services, Michael Averett was registered through Bolton Global Asset Management, March 2022 to January 2024; Citigroup Global Markets Inc., September 2016 to February 2022.
Where is Michael Averett based?
Michael Averett’s registered office is in Miami, FL.
Is Michael Averett registered with FINRA?
Yes. Michael Averett has a current broker registration, under CRD 5311774.
Source: FINRA BrokerCheck
How can I verify Michael Averett’s record?
Search CRD 5311774 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Michael Averett’s full registration record.
