Unclaimed Profile

Brian Keith Stormont

INSIGHT WEALTH STRATEGIES, LLC·SAN RAMON, California

SIE, Series 6, Series 7, Series 63, Series 65, Series 66CFPClean record21 years registeredINSIGHT WEALTH STRATEGIES, LLC

2603 CAMINO RAMON, SAN RAMON, CA 94583CRD# 4081824Firm CRD# 293644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Keith Stormont · SAN RAMON, CA

Registration

CRD #4081824 · INSIGHT WEALTH STRATEGIES, LLC · 21 years registered

Brand Profile

Not yet started

Career History

INSIGHT WEALTH STRATEGIES, LLC

Apr 2018 – present

LINCOLN FINANCIAL ADVISORS CORPORATION

Jun 2012 – May 2018

LIVERMORE, CA

VALIC FINANCIAL ADVISORS, INC.

Jul 2010 – Jun 2012

EMERYVILLE, CA

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Sep 2004 – Jul 2005

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · September 2, 2004

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSIGHT WEALTH STRATEGIES, LLC

CRD 293644 · SEC 801-112986

AUM

$852M

Regulatory assets under management

Employees

1,947 client accounts

Services offered by INSIGHT WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INSIGHT WEALTH STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Keith Stormont offer?

Brian Keith Stormont specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAMON, California for a consultation.

What are Brian Keith Stormont's credentials?

Brian Keith Stormont holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brian Keith Stormont located?

Brian Keith Stormont is based in SAN RAMON, California, working with INSIGHT WEALTH STRATEGIES, LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.

How does Brian Keith Stormont charge for services?

Brian Keith Stormont's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSIGHT WEALTH STRATEGIES, LLC?

INSIGHT WEALTH STRATEGIES, LLC has approximately 13 employees and manages $852M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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