Andre Luiz Miranda Paiva

Employer firm

Insight Wealth Strategies, LLC CRD 293644

$1.06B regulatory AUM 48 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 08/2013 → 02/2017
  Ameriprise Financial Services, Inc.
  Pleasanton, CA
• 03/2017 → 10/2018
  Jpmorgan Chase Bank
  Oakland, CA
• 03/2017 → 10/2018
  Jp Morgan Securities Llc
  Oakland, CA
• 10/2018 → Present
  Insight Wealth Strategies, Llc
  San Ramon, CA
• 07/2018 → 06/2020
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2017-03-23 → 2018-07-06
  J.P. Morgan Securities Llc
  Oakland, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-01-26

Other Names

• Andre Luiz Miranda De Paiva
• Andre Paiva
• Andre Luis M Paiva
• Andre Luis Paiva
• Andreluis M Paiva