Paul
Orihel

Insight Advisors, LLC

CRD#2803368
Investment Advisor
in Newtown, PA

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About this Advisor

Paul Orihel is a financial advisor who works in Newtown, Pennsylvania with 7 years of relevant experience. Orihel is currently employed by Insight Advisors, LLC. Throughout their career, they have worked at Morgan Stanley Private Bank, National Association, Morgan Stanley Smith Barney and Insight Advisors, LLC. Orihel maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania. Insight Advisors, LLC is an advisory business that has its headquarters in Newtown, PA. The firm has offices in four locations and a total of 20 advisors. It administers $574 million in assets across its 2,136 accounts, making it one of the larger financial advisory firms in the nation by assets under management. Of its 2,136 customer accounts, 16% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Insight Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the type of services. However, fees charged by Insight Advisors, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 N. Main Street
Newtown, PA 18940

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Insight Advisors, LLC Brokerage Details

Total Assets Under Management

$574,000,000

PA Average: $15,833,994,310
Total Number of Employees

20

PA Average: 41
Total Number of Accounts

2,136

PA Average: 3,342
Average Account Size

$268,727

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Paul Orihel Work History

Paul has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Insight Advisors, LLC

2015 - 2016 (1 year)

Morgan Stanley Private Bank, National Association

2010 - 2016 (6 years)

Morgan Stanley Smith Barney

*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 Paul Orihel 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 Advisors, LLC

Eric Loughnane
Newtown, PA
Naoka Nakagawa
West Harrison, NY
Julia Peloso-Barnes
West Harrison, NY
Matthew Charles
Newtown, PA
Edwin Johns
Pequea, PA
Paul Orihel
Newtown, PA
Matthew Mcinerney
Newtown, PA
James Wong
Newtown, PA

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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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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