Robert Michael Agorastos

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

• 10/2013 → Present
  Insight Wealth Strategies, Llc.
  San Ramon, CA
• 10/2013 → 04/2018
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 04/2018 → 06/2020
  Mutual Securities, Inc.
  Camarillo, CA

Previous Registrations

• 2014-10-01 → 2018-05-01
  Osaic Fa, Inc.
  San Ramon, CA
  Houston, TX
  Irvine, CA
  Bakersfield, CA
  Houston, TX
  San Ramon, CA

Exams

• S66 Uniform Combined State Law Examination
  2014-09-29

Designations

• Certified Financial Planner

Other Names

• Michael Agorastos