Paul C. Orihel

INSIGHT ADVISORS

Newtown, PA 18940

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CRD#: 2803368

Professional summary

Paul Christopher Orihel, who also goes by Paul C Winter, is a registered financial advisor currently at INSIGHT ADVISORS, LLC located in Newtown, Pennsylvania.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Paul has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paul C Winter

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.

New Jersey Teachers Pension and Annuity Fund; 09/2007; Trenton, NJ; Evaluate disability and creditable comp requests to protect the long-term viability of the pension;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Christopher Orihel'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®

None

Experience

Current

June 16, 2016 - Present

INSIGHT ADVISORS, LLC

Office #1: 10 N. Main Street, Newtown, PA 18940

RIA

CRD#: 168057

Newtown, PA

Past

May 19, 2010 - June 8, 2016

MORGAN STANLEY

RIA

CRD#: 149777

NEWTOWN, PA

Past

May 18, 2010 - June 8, 2016

MORGAN STANLEY

CRD#: 149777

NEWTOWN, PA

Past

August 12, 2009 - April 7, 2010

INVEST FINANCIAL CORPORATION

RIA

CRD#: 12984

HATBORO, PA

Past

August 10, 2009 - April 7, 2010

INVEST FINANCIAL CORPORATION

CRD#: 12984

HATBORO, PA

Past

July 30, 2002 - August 11, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

BRIELLE, NJ

Past

May 12, 1997 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 12, 1997 - August 11, 2009

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BRIELLE, 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

Pennsylvania
(6/16/2016)

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: 2/24/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/6/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/8/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/3/2010

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/9/1997

General Securities Representative 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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Advisor Monitoring

Firm Stability Insights

Paul C. Orihel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Christopher Orihel's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

INVEST FINANCIAL CORPORATION

INVEST FINANCIAL CORPORATION

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

INSIGHT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2010

Series 63

Date: 12/6/1996

SIE

Date: 6/8/2016

Series 31

Date: 9/3/2010

Series 7

Date: 5/9/1997

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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