Unclaimed Profile

Neil David Gilday

INSIGHT FOLIOS INC·CHARLOTTE, North Carolina

SIE, Series 24, Series 37, Series 63, Series 79CFAClean record11 years registeredINSIGHT FOLIOS INC

11610 NORTH COMMUNITY HOUSE, CHARLOTTE, NC 28277CRD# 6184457Firm CRD# 174411

Profile Verification

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

Identity

Neil David Gilday · CHARLOTTE, NC

Registration

CRD #6184457 · INSIGHT FOLIOS INC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INSIGHT FOLIOS INC

GRAVITAS WEALTH ADVISORS, LLC

Oct 2014 – Feb 2022

TORONTO, ONTARIO

Registrations & Exams

FINRA examinations passed

SIE

Series 24

Series 37

Series 63

Series 79

Registration record

First registered · October 23, 2014

Years registered · 11

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSIGHT FOLIOS INC

CRD 174411 · SEC 801-117138

AUM

$279M

Regulatory assets under management

Employees

1,810 client accounts

Services offered by INSIGHT FOLIOS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INSIGHT FOLIOS INC →

Introduction

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Frequently Asked Questions

What services does Neil David Gilday offer?

Neil David Gilday specializes in Financial Planning, Investment Management.

What are Neil David Gilday's credentials?

Neil David Gilday holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Neil David Gilday located?

Neil David Gilday is based in CHARLOTTE, North Carolina, last registered with INSIGHT FOLIOS INC.

How does Neil David Gilday charge for services?

Neil David Gilday'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 FOLIOS INC?

INSIGHT FOLIOS INC has approximately 15 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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