Unclaimed Profile

Carla L. Simon

INSIGHT ADVISORS, LLC·NEWTOWN, Pennsylvania

SIE, Series 7, Series 63, Series 65Clean record13 years registeredINSIGHT ADVISORS, LLC

10 N. STATE STREET, NEWTOWN, PA 18940CRD# 4004997Firm CRD# 168057

Profile Verification

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

Identity

Carla L. Simon · NEWTOWN, PA

Registration

CRD #4004997 · INSIGHT ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

INSIGHT ADVISORS, LLC

Aug 2013 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · August 2, 2013

Years registered · 13

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 ADVISORS, LLC

CRD 168057 · SEC 801-78355

AUM

$703M

Regulatory assets under management

Employees

2,398 client accounts

Services offered by INSIGHT ADVISORS, LLC

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 ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Carla L. Simon offer?

Carla L. Simon specializes in Financial Planning, Investment Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.

What are Carla L. Simon's credentials?

Carla L. Simon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carla L. Simon located?

Carla L. Simon is based in NEWTOWN, Pennsylvania, working with INSIGHT ADVISORS, LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.

How does Carla L. Simon charge for services?

Carla L. Simon'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 ADVISORS, LLC?

INSIGHT ADVISORS, LLC has approximately 19 employees and manages $703M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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