ND
Nilda M. De Boyrie
INSIGHT SECURITIES
Indian Land, SC
Some features on this profile are disabled
CRD#: 2385560
ND
Professional summary
Nilda Melgarejo De Boyrie, who also goes by Nilda Melgarejo Azpiazu, Nilda M Deboyrie, Nilda Melgarejo Deboyrie, Nilda Celia Melgarejo, Nilda Celia-melgarejo Sanchez, Nilda Melgarejo Sanchez, is a registered financial advisor currently at INSIGHT SECURITIES, INC. located in Indian Land, South Carolina.
Nilda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Nilda has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nilda Melgarejo Azpiazu | Nilda M Deboyrie | Nilda Melgarejo Deboyrie | Nilda Celia Melgarejo | Nilda Celia-Melgarejo Sanchez | Nilda Melgarejo Sanchez
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.
Eugene Cohen Insurance Co, is investment related, located at 9933 Lawler Ave., Suite 140, Skokie, IL 60077, selling insurance products, starting in 03/2025, working less than 20hrs per month.
CRS (Client Relationship Summary) - RIA
Click below to view Nilda Melgarejo De Boyrie's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Nilda Melgarejo De Boyrie's 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®
NoneExperience
Current
April 14, 2021 - Present
INSIGHT SECURITIES, INC.
RIA
BD
CRD#: 5611
Indian Land, SC
Current
April 13, 2021 - Present
INSIGHT SECURITIES, INC.
Office #1: 885 Gold Hill Road Suite 139, Fort Mill, SC 29708RIA
BD
CRD#: 5611
Fort Mill, SC
Past
November 17, 2008 - December 3, 2019
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Coral Gables, FL
Past
August 6, 2008 - December 3, 2019
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Coral Gables, FL
Past
November 29, 2005 - August 12, 2008
INSIGHT SECURITIES, INC.
BD
CRD#: 5611
CORAL GABLES, FL
Past
October 1, 2000 - March 2, 2005
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
MIAMI, FL
Past
October 1, 2000 - March 2, 2005
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
August 9, 1993 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
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 SECURITIES, INC.
G. A. HORWITZ & CO., INC. | THE HELMSMAN GROUP, INC. | PRECISE SECURITIES - DIVISION OF INSIGHT SECURITIES, INC. | PRECISE SECURITIES - DIVISION OF HORWITZ & ASSOCIATES, INC. | PRECISE INVESTMENT MANAGEMENT | PASSERELLE ADVISORS | MISSION GLOBAL PARTNERS | INTERGLOBAL INVESTMENTS - DIVISION OF INSIGHT SECURITIES INC. | INSURANCE & FINANCIAL SERVICES OF SOUTH FLORIDA, INC. | INSIGHT SECURITIES, INC. | INSIGHT AMERICAS SECURITIES INC | HORWITZ, SCHAKNER & ASSOCIATES, INC. | HORWITZ PHILANTHROPIC ADVISORS | HORWITZ & ASSOCIATES, INC. | GWM PARTNERS
CRD#: 5611 / SEC#: 801-12999, 8-16247
RIA
Registered Investment Advisory firm - SEC (5/25/1977 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(4/13/2021)
IAR
Florida(4/14/2021)
RR
New York(5/18/2023)
RR
North Carolina(4/13/2021)
IAR
North Carolina(4/14/2021)
RR
South Carolina(4/13/2021)
IAR
South Carolina(4/14/2021)
RR
Texas(9/20/2024)
IAR
Texas(9/20/2024)
RR
Virginia(7/10/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
INSIGHT SECURITIES, INC.
G. A. HORWITZ & CO., INC. | THE HELMSMAN GROUP, INC. | PRECISE SECURITIES - DIVISION OF INSIGHT SECURITIES, INC. | PRECISE SECURITIES - DIVISION OF HORWITZ & ASSOCIATES, INC. | PRECISE INVESTMENT MANAGEMENT | PASSERELLE ADVISORS | MISSION GLOBAL PARTNERS | INTERGLOBAL INVESTMENTS - DIVISION OF INSIGHT SECURITIES INC. | INSURANCE & FINANCIAL SERVICES OF SOUTH FLORIDA, INC. | INSIGHT SECURITIES, INC. | INSIGHT AMERICAS SECURITIES INC | HORWITZ, SCHAKNER & ASSOCIATES, INC. | HORWITZ PHILANTHROPIC ADVISORS | HORWITZ & ASSOCIATES, INC. | GWM PARTNERS
CRD#: 5611 / SEC#: 801-12999, 8-16247
RIA
Registered Investment Advisory firm - SEC (5/25/1977 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
600 Central Ave Suite 293, Highland Park, IL 60035
Mailing Address
600 Central Ave Suite 293, Highland Park, IL 60035
Phone number
(224) 632-4700
Established
Delaware since 11/12/1970
Firm type
Corporation
Fiscal year end
June
Firm Size
Small
# of Employees
25
SEC notice filing (36 States and Territories)
FINRA licenses (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 48 |
| AUM (Assets Under Management) | $ 94,216,934 |
Disclosures
| Regulatory Event | 6 |
| Arbitration | 1 |
| Bond | 5 |
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.
