AL
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
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Advisor Information
Office location
777 Brickell Ave., Suite 586, Miami, FL, 33131
Get directionsRegulatory History (1)
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Employment Separation After Allegations
January 2021Other Business Activities
Andres works as a freelance tennis coach/instructor since December 2022. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Insight Securities, INC.
April 2024 - Present · 1 yr 9 mos
Insight Securities, INC.
January 2024 - Present · 2 yrs
Insight Securities, INC. Broker
January 2024 - Present · 2 yrs
Precise Investment Management, INC.
January 2024 - Present · 2 yrs
Previous Registrations
Insight Securities, INC.
October 2023 - November 2023 · 1 mo
Boston Investment Management L.L.C.
March 2021 - November 2023 · 2 yrs 8 mos
Morgan Stanley
July 2015 - February 2021 · 5 yrs 7 mos
Morgan Stanley Broker
July 2015 - February 2021 · 5 yrs 7 mos
Northeast Securities, INC.Broker
October 2014 - June 2015 · 8 mos
Morgan Stanley
January 2013 - September 2014 · 1 yr 8 mos
Morgan Stanley Broker
January 2013 - September 2014 · 1 yr 8 mos
Wells Fargo Advisors, LLC
September 2011 - January 2013 · 1 yr 4 mos
Wells Fargo Advisors, LLC Broker
December 2010 - January 2013 · 2 yrs 1 mo
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.