Unclaimed Profile

David Neil Chazin

INSIGHT WEALTH STRATEGIES, LLC·SAN RAMON, California

SIE, Series 7, Series 66Clean record24 years registeredINSIGHT WEALTH STRATEGIES, LLC

2603 CAMINO RAMON, SAN RAMON, CA 94583CRD# 4506422Firm CRD# 293644

Profile Verification

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

Identity

David Neil Chazin · SAN RAMON, CA

Registration

CRD #4506422 · INSIGHT WEALTH STRATEGIES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INSIGHT WEALTH STRATEGIES, LLC

INSIGHT WEALTH STRATEGIES, LLC

Apr 2018 – Nov 2025

San Ramon, CA

LINCOLN FINANCIAL ADVISORS CORPORATION

Jun 2002 – May 2018

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · June 26, 2002

Years registered · 24

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

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SAN RAMON?

Browse all registered financial advisors in SAN RAMON, California or claim this profile if it's yours.

Browse SAN RAMON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Neil Chazin offer?

David Neil Chazin specializes in Financial Planning, Investment Management, Wealth Management.

What are David Neil Chazin's credentials?

David Neil Chazin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Neil Chazin located?

David Neil Chazin is based in SAN RAMON, California, last registered with INSIGHT WEALTH STRATEGIES, LLC.

How does David Neil Chazin charge for services?

David Neil Chazin'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →