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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 2025-10-20
CA RA APPROVED 2025-05-29
NV RA APPROVED 2025-05-29
  • TX RA
    APPROVED
    Since 2025-10-20
  • CA RA
    APPROVED
    Since 2025-05-29
  • NV RA
    APPROVED
    Since 2025-05-29

Branch Locations

San Francisco, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Global Key Advisors San Francisco CA 07/2022 Present
Renaissance Entrepreneurship Center Richmond CA 08/2021 05/2022
International House At Uc Berkeley Berkeley CA 09/2021 10/2021
Ohlone College Fremont CA 02/2019 07/2020
Berkeley Engagement Program Berkeley CA 10/2021 05/2022
Ohlone College Fremont CA 08/2018 07/2020
University Of California, Berkeley Berkeley CA 08/2020 05/2022
Smak 1 Penabur Jakarta 07/2015 06/2018
Global Insight Advisors, Llc San Francisco CA 01/2026 Present
  • 07/2022 → Present
    San Francisco, CA
  • 08/2021 → 05/2022
    Renaissance Entrepreneurship Center
    Richmond, CA
  • 09/2021 → 10/2021
    International House At Uc Berkeley
    Berkeley, CA
  • 02/2019 → 07/2020
    Ohlone College
    Fremont, CA
  • 10/2021 → 05/2022
    Berkeley Engagement Program
    Berkeley, CA
  • 08/2018 → 07/2020
    Ohlone College
    Fremont, CA
  • 08/2020 → 05/2022
    University Of California, Berkeley
    Berkeley, CA
  • 07/2015 → 06/2018
    Smak 1 Penabur
    Jakarta
  • 01/2026 → Present
    Global Insight Advisors, Llc
    San Francisco, CA
Other Businesses

This individual is registered with both Global Key Management, LLC, and Global Insight Advisors, LLC, as an IAR. At this time, Global Insight Advisors is undergoing initial FINRA approval processes and as yet has no client facing activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-23
  • S65 Uniform Investment Adviser Law Examination
    2025-05-23

View on SEC IAPD

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