Robert
Agorastos

Insight Wealth Strategies, LLC

CRD#6254130
Investment Advisor
in San Ramon, CA

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About this Advisor

Robert Agorastos is a financial advisor based in San Ramon, California, working with Insight Wealth Strategies, LLC. Robert has previously held positions at Insight Wealth Strategies, LLC, Lincoln Financial Advisors Corporation, and Mutual Securities, Inc. Robert has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Robert is part of Insight Wealth Strategies, LLC, which operates out of San Ramon, California. The firm has 1 office and 14 employees. The firm manages assets totaling $851.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters, and educational seminars. The fee structure at Insight Wealth Strategies, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2603 Camino Ramon Suite 350
San Ramon, CA 94583

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Insight Wealth Strategies, LLC Brokerage Details

Total Assets Under Management

$851,802,511

CA Average: $7,578,581,321
Total Number of Employees

14

CA Average: 43
Total Number of Accounts

1,947

CA Average: 3,727
Average Account Size

$437,495

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Robert Agorastos Work History

2013 - Present (11 years)

Insight Wealth Strategies, LLC

2018 - 2020 (2 years)

Mutual Securities, Inc

2013 - 2018 (5 years)

Lincoln Financial Advisors Corporation

Disclosures

Please visit the SEC profile of Robert Agorastos to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Insight Wealth Strategies, LLC

Anthony Ortale
San Ramon, CA
Cole Durkin
San Ramon, CA
Andre Luiz Paiva
San Ramon, CA
Aaron Karas
San Ramon, CA
Robert Agorastos
San Ramon, CA
Brian Stormont
San Ramon, CA
Chad Seegers
San Ramon, CA
Timothy Raftis
San Ramon, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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