Simon
Chan
Insight Securities, Inc
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About this Advisor
Simon Chan is a financial advisor based out of Brooklyn, New York who has 2 years of industry experience. Chan is an advisor for Insight Securities, Inc. Their career trajectory has included roles at Hsbc Securities (Usa) Inc, Hsbc Bank Usa, N.A, United Nations Federal Credit Union Advisors, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Icc, Crump, Community America Financial Solutions LLC, Citigroup Global Markets Inc and Insight Securities, Inc. Chan has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois, New Jersey, New York and Texas. Insight Securities, Inc is a registered investment firm based in Highland Park, IL. It has offices in five locations and a total of 24 advisors. It handles $163 million in assets under management across its 222 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 222 client accounts, just 6% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The business provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees vary depending on which services the firm provides the client. Fees billed by Insight Securities, Inc most likely include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Insight Securities, Inc Brokerage Details
$162,911,061
24
222
$733,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Simon Chan Work History
Simon has been registered as a financial advisor for 2 years.*
Insight Securities, Inc
Citigroup Global Markets Inc
Community America Financial Solutions LLC
United Nations Federal Credit Union Advisors
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Icc
Crump
Hsbc Bank Usa, N.A
Hsbc Securities (Usa) Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Simon Chan 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 Securities, Inc
Highland Park, IL
Highland Park, IL
Miami, FL
Highland Park, IL
Brooklyn, NY
Miami, FL
El Paso, TX
El Paso, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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