Roberto Hernandez

Financial advisor at Insight Securities, Inc.

Last updated 2026-10-10

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Roberto Hernandez is a financial advisor at Insight Securities, Inc., CRD 4689282. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2006-06-27.

Registration

CRD number
4689282
Registration status
Active
IAPD registration
2006-06-27
Industry Experience
20 years
Work Experience
12 years
States registered
CA, FL, IL, TX

Licenses and exams

  • Series 63
  • Series 66

Work history

  • 2014-08 to Present · Insight Securities, Inc. · Riverwoods, IL

Current employment

SEC IAPD record for Roberto Hernandez

Insight Securities, Inc.

Regulatory AUM
$4,370,000
Registered advisors
19
Offices
15
Clients per advisor
0.6 (Low)
Average AUM per client
$364.2K (Low)
High-net-worth client ratio
0.0% (Low)

Insight Securities, Inc.: advisors, services and reported ETF investments

About

Roberto Hernandez is a financial advisor at Insight Securities, Inc.. Reported securities licenses include Series 63 and Series 66. The latest record indicates 20 years of industry experience and 12 years of reported work history.

SEC disclosures list additional business and community activities: Home Pros Real Estate Group Llc - Located At 7553 Enchanted Park Dr: , el paso, tx 79911, broker's office located at 1035 belvidere, #200, el paso tx, 79912, not investment related, working as an independent contractor as a real estate agent, starting in 2021, working 10-12 hrs a month, helping clients with real estate transactions, preparing real estate contracts, showing houses and preparing comparative market analysis; , el paso, tx 79911, renting a room and a house, managing the reservations, working 2-5hrs per month.

Insight Securities, Inc.'s firm-level Form ADV reports 19 advisors across 15 offices; approximately 0.6 clients per advisor, average assets per client of $364,167, and regulatory AUM of $4.4M; client categories including Individuals (non-HNW); services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.

What this firm offers

Filed by Insight Securities, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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