Andre luiz Miranda Paiva
Investment adviser representative at Insight Wealth Strategies, LLC
13 yearsExperience
1 stateRegistered in
$1.2BFirm assets
8 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Insight Wealth Strategies, LLCOct 2018 to now
- Mutual Securities, Inc.Jul 2018 to Jun 2020
- JP Morgan Securities LLCMar 2017 to Oct 2018
- JPMorgan Chase BankMar 2017 to Oct 2018
- Ameriprise Financial Services, Inc.Aug 2013 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
Insight Wealth Strategies, LLC
$1.2BAssets managed
585Clients
9Advisers
8 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
- 6175160
- Firm CRD
- 293644