Julia A. Peloso-barnes

INSIGHT ADVISORS

White Plains, NY 10604

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CRD#: 1260944

Professional summary

Julia Anne Teresa Peloso-barnes, CFP®, who also goes by Julia Anne Peloso, Julia Anne Teresa Peloso, is a registered financial advisor currently at INSIGHT ADVISORS, LLC located in White Plains, New York.

Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Julia has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Julia Anne Peloso | Julia Anne Teresa Peloso

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Estate Planning Council of Westchester; not investment related; 415 Gramatan Ave. #3D, Mt. Vernon, NY 10552; non-profit promoting exchange of idea among estate planning professionals; Immediate Past President; Board of Directors; January 2016; 3 hours per month, none during market hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Anne Teresa Peloso-barnes's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

October 9, 2020 - Present

INSIGHT ADVISORS, LLC

Office #1: 777 Westchester Ave. Suite 101, White Plains, NY 10604

RIA

CRD#: 168057

White Plains, NY

Past

July 28, 2011 - October 20, 2020

MORGAN STANLEY

RIA

CRD#: 149777

PURCHASE, NY

Past

July 28, 2011 - October 20, 2020

MORGAN STANLEY

CRD#: 149777

PURCHASE, NY

Past

August 30, 2006 - August 2, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WHITE PLAINS, NY

Past

May 10, 2001 - December 31, 2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

WHITE PLAINS, NY

Past

May 7, 1992 - August 2, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

WHITE PLAINS, NY

Past

April 27, 1984 - February 25, 1992

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INSIGHT ADVISORS, LLC

CRD#: 168057 / SEC#: 801-78355

RIA

Registered Investment Advisory firm - (8/1/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New York
(2/3/2021)

IAR

Pennsylvania
(10/9/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/12/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/27/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 3/1/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/6/1992

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 4/26/1984

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 9/10/1985

Investment Company Products/Variable Contracts Principal Examination

Current Firm

INSIGHT ADVISORS, LLC

CRD#: 168057 / SEC#: 801-78355

RIA

Registered Investment Advisory firm - (8/1/2013 Approved)

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Contact information

Main Address

10 N. State Street, Newtown, PA 18940

Mailing Address

Phone number

(215) 550-6011

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (10/7/2025)

Regulatory assets under management

Total Number of Accounts	2,427
AUM (Assets Under Management)	$ 712,359,160

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Julia A. Peloso-barnes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Anne Teresa Peloso-barnes's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

INSIGHT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/1996

Series 63

Date: 4/27/1984

Series 7TO

Date: 3/1/2024

SIE

Date: 10/1/2018

Series 7

Date: 5/6/1992

Series 6

Date: 4/26/1984

Series 26

Date: 9/10/1985

Current Firm

INSIGHT ADVISORS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INSIGHT ADVISORS, LLC

TRUST BUT VERIFY

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