Carlos Javier Legaspy
Investment adviser representative at Precise Investment Management, Inc.
13 yearsExperience
3 statesRegistered in
$349.2MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Insight Securities, Inc.Feb 2020 to now
- Precise Investment Management, Inc.Nov 2015 to now
- Insight Insurance Group Inc.Oct 2015 to now
- Insight Americas Consulting Inc.Sep 2014 to now
- Intelligenics, Inc.Jan 2013 to now
- Triumphe Leasing GroupJan 2013 to now
- Insight Securities, Inc.Jan 2013 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 3 states (CA, IL, TX).
Precise Investment Management, Inc.
$349.2MAssets managed
88Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2148751
- Firm CRD
- 282557