Erika Badillo is a registered investment advisor at Insight Securities, INC., based in Miami, FL, with 14 years of industry experience. Their firm serves 48 clients with $94M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
777 Brickell Ave., Suite 586, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Erika is the Vice President and 50% owner of Dynasty Nutra Inc, a nutritional supplement company. She also consults for Excelsior Trading LLC and Precise Consulting, and works as administrative staff for Precise Investment Management, spending minimal time on each of these activities.
Employment History
Current Registrations
Insight Securities, INC.
Insight Securities, INC.Broker
Previous Registrations
Private Portfolio, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Citicorp Financial Services CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.