Jeffrey Cholish is a registered investment advisor at Insight Advisors, LLC, based in Newtown, PA, with 10 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 899 clients with $790M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
10 N. State Street, Newtown, PA, 18940
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a Senior Manager at Baystar, a chemical sales company, since July 2021. This non-investment related activity takes about a third of his time and occurs during trading hours.
Employment History
Current Registrations
Insight Advisors, LLC
Previous Registrations
Arin Risk Advisors LLC
State Registrations1 state
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