Erika Maria Badillo

Employer firm

Insight Securities, Inc. CRD 5611

$94.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 08/2019
  Insight Securities, Inc.
  Riverwoods, IL
• 08/2019 → Present
  Insight Securities, Inc.
  Miami, FL

Previous Registrations

• 2009-06-01 → 2010-04-14
  Morgan Stanley
  Chicago, IL
• 2008-01-29 → 2009-06-01
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL
  Highland Park, IL

Other Businesses

Dynasty Nutra Inc, 1734 Henley #12, Glenview, IL 60025. Creates nutritional supplements, multivitamins and sells around the world. 0 hours spent. Vice President. 50% owner with husband being the other 50% owner. Non-securities related. Precise Consulting, is not investment related, 600 Central Ave, Suite 293, Highland Park, IL 60035, international business and contract structuring for broker dealers and advisors, starting on August 2023, spending 2-3 hrs a month, assisting with the structure of contracts. Excelsior Trading LLC, non-investment related, 8200 NW 41st St., Suite 315, Doral, Florida 33166, international business/export, working as a consultant, starting in October 2021, working 30hrs per month, consulting on operations, logistics, marketing and research. Precise Investment Management, 600 Central Ave, Suite 293, Highland Park, IL 60035, investment related, is a US registered RIA, working in the back office as administrative staff, starting in November 2023, working 2-3hrs a month.

Exams

• S66 Uniform Combined State Law Examination
  2015-06-24
• S63 Uniform Securities Agent State Law Examination
  2015-03-23