TrueAdvisor
TrueAdvisor
AP
AP

Andre Luiz Miranda Paiva

Insight Wealth Strategies, LLC
8 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Insight Wealth Strategies, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
566 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$932.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee

Location

2603 Camino Ramon, Suite 350, San Ramon, CA, 94583

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Insight Wealth Strategies, LLC
October 2018 - Present · 7 yrs 4 mos
Previous Registrations
Mutual Securities, INC.Broker
May 2020 - June 2020 · 1 mo
J.P. Morgan Securities LLCBroker
March 2017 - July 2018 · 1 yr 4 mos
J.P. Morgan Securities LLC
March 2017 - July 2018 · 1 yr 4 mos
Ameriprise Financial Services, INC.Broker
October 2016 - March 2017 · 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.