NB
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
22 advisors
Number of Clients
62 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$147.7M
Loading...
Advisor Information
Office location
885 Gold Hill Road, Suite 139, Fort Mill, SC, 29708
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Nilda sells insurance products through Eugene Cohen Insurance Co. This activity, which started in March 2025, requires about 10-20% of her time.
Employment History
Current Registrations
Insight Securities, INC.
April 2021 - Present · 4 yrs 9 mos
Insight Securities, INC.
April 2021 - Present · 4 yrs 9 mos
Insight Securities, INC. Broker
April 2021 - Present · 4 yrs 9 mos
Previous Registrations
Charles Schwab & Co., INC.
November 2008 - December 2019 · 11 yrs 1 mo
Charles Schwab & Co., INC. Broker
August 2008 - December 2019 · 11 yrs 4 mos
Horwitz & Associates, INC. Broker
November 2005 - August 2008 · 2 yrs 9 mos
Wachovia Securities, LLC
October 2000 - March 2005 · 4 yrs 5 mos
Wachovia Securities, LLC Broker
October 2000 - March 2005 · 4 yrs 5 mos
First Union Brokerage Services, INC.Broker
August 1993 - October 2000 · 7 yrs 2 mos
State Registrations6 states
FLNCNYSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.