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Employer firm

Global Insight Advisors CRD 340650

$35.8M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Global Insight Advisors

San Francisco, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-23
  • CA RA
    APPROVED
    Since 2026-03-23

Branch Locations

San Francisco, CA • United States

Global Key Advisors

Las Vegas, NV • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-02-22
NV RA APPROVED 2014-08-06
MA RA APPROVED 2014-07-30
CA RA APPROVED 2014-07-10
  • TX RA
    APPROVED
    Since 2016-02-22
  • NV RA
    APPROVED
    Since 2014-08-06
  • MA RA
    APPROVED
    Since 2014-07-30
  • CA RA
    APPROVED
    Since 2014-07-10

Branch Locations

San Francisco, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Global Key Management Llc San Francisco CA 05/2014 Present
Pegasus Power Solutions, Inc. Sausalito CA 01/2021 Present
Global Insight Advisors, Llc 1788 Clay Street, Suite 612 CA 01/2026 Present
  • 05/2014 → Present
    Global Key Management Llc
    San Francisco, CA
  • 01/2021 → Present
    Pegasus Power Solutions, Inc.
    Sausalito, CA
  • 01/2026 → Present
    Global Insight Advisors, Llc
    1788 Clay Street, Suite 612, CA
Previous Registrations
Other Businesses

1) Member (with an 8% stake) of GK Energy Partners LLC, the general partner for Global Key Energy Equipment Fund I, LP, an entity which buy and sells used natural gas compression equipment. The DBA is Pointer Power & Compression (www.pointerpandc.com)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-10-04
S63 Uniform Securities Agent State Law Examination 1994-06-13
  • S65 Uniform Investment Adviser Law Examination
    1996-10-04
  • S63 Uniform Securities Agent State Law Examination
    1994-06-13

View on SEC IAPD

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