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Nilda Melgarejo De boyrie

Investment adviser representative at Insight Securities, Inc.
18 yearsExperience
4 statesRegistered in
$4.4MFirm assets
49 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 assetsHourlyFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

18 years in the industry.

  1. Insight Securities, Inc.Apr 2021 to now
  2. Ciola & AssociatesNov 2019 to Jan 2021
  3. Charles Schwab & Co., Inc.Jul 2008 to Nov 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 4 states (FL, NC, SC, TX).

Insight Securities, Inc.

$4.4MAssets managed
12Clients
11Advisers
49 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
2385560
Firm CRD
5611
Advisor's SEC record (opens in a new tab)
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