Augusto German Medal trinidad
Investment adviser representative at Precise Investment Management, Inc.
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Precise Investment Management, Inc.Jan 2026 to now
- Insight Securities Inc.Jan 2022 to now
- Insigneo Advisory ServicesJun 2020 to Jan 2022
- Insigneo Securities, LLCJun 2020 to Jan 2022
- Insight Securities Inc.Apr 2018 to Jun 2020
- Global Investor Advisory Services, LLCJul 2017 to Mar 2018
- Insigneo Securities, LLCJul 2017 to Mar 2018
- Northeast Securities, Inc.Jun 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6364260
- Firm CRD
- 282557