Unclaimed Profile

Carlos Javier Legaspy

INSIGHT SECURITIES, INC.·HIGHLAND PARK, Illinois

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65, Series 99TOClean record23 years registeredINSIGHT SECURITIES, INC.

600 CENTRAL AVE., HIGHLAND PARK, IL 60035CRD# 2148751Firm CRD# 5611

Profile Verification

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

Identity

Carlos Javier Legaspy · HIGHLAND PARK, IL

Registration

CRD #2148751 · INSIGHT SECURITIES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

INSIGHT SECURITIES, INC.

Oct 2021 – present

PRECISE INVESTMENT MANAGEMENT, INC.

May 2016 – present

INSIGHT SECURITIES, INC.

Aug 2009 – Sep 2019

Highland Park, IL

PRECISE INVESTMENT MANAGEMENT, LLC

Jan 2003 – Aug 2009

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Series 99TO

Registration record

First registered · January 24, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSIGHT SECURITIES, INC.

CRD 5611 · SEC 801-12999

AUM

$148M

Regulatory assets under management

Employees

62 client accounts

Services offered by INSIGHT SECURITIES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSIGHT SECURITIES, INC. →

Introduction

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Frequently Asked Questions

What services does Carlos Javier Legaspy offer?

Carlos Javier Legaspy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HIGHLAND PARK, Illinois for a consultation.

What are Carlos Javier Legaspy's credentials?

Carlos Javier Legaspy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carlos Javier Legaspy located?

Carlos Javier Legaspy is based in HIGHLAND PARK, Illinois, working with INSIGHT SECURITIES, INC.. Their office serves clients in the HIGHLAND PARK metropolitan area and surrounding communities.

How does Carlos Javier Legaspy charge for services?

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

How large is INSIGHT SECURITIES, INC.?

INSIGHT SECURITIES, INC. has approximately 23 employees and manages $148M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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