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Matthew Mcinerney

INSIGHT ADVISORS, LLC·NEWTOWN, Pennsylvania
Series 65Clean record6 years registeredINSIGHT ADVISORS, LLC
10 N. STATE STREET, NEWTOWN, PA 18940CRD# 5368755Firm CRD# 168057

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Mcinerney · NEWTOWN, PA
Registration
CRD #5368755 · INSIGHT ADVISORS, LLC · 6 years registered
Brand Profile
Not yet started
01

Career History

INSIGHT ADVISORS, LLC
Jun 2020 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 2, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

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

04

Firm Overview

Firm
INSIGHT ADVISORS, LLC
CRD 168057 · SEC 801-78355
AUM
$703M
Regulatory assets under management
Employees
19
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 →
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05

Frequently Asked Questions

What services does Matthew Mcinerney offer?
Matthew Mcinerney specializes in Financial Planning, Investment Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are Matthew Mcinerney's credentials?
Matthew Mcinerney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Mcinerney located?
Matthew Mcinerney is based in NEWTOWN, Pennsylvania, working with INSIGHT ADVISORS, LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does Matthew Mcinerney charge for services?
Matthew Mcinerney'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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Other Advisors at INSIGHT ADVISORS, LLC

Thomas Joseph Mcinerney
NEWTOWN, PA
Carla L. Simon
NEWTOWN, PA

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Research
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