Naoka Nakagawa
Professional summary
Naoka Nakagawa, who also goes by Naoka Nakagawa-russo, is a registered financial advisor currently at INSIGHT ADVISORS, LLC located in White Plains, New York and PRISM PLANNING AND SOLUTIONS GROUP located in White Plains, New York.
Naoka is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Naoka has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Naoka Nakagawa's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 13, 2020 - Present
INSIGHT ADVISORS, LLC
Office #1: 777 Westchester Ave. Suite 101, White Plains, NY 10604February 20, 2026 - Present
PRISM PLANNING AND SOLUTIONS GROUP
July 29, 2011 - October 15, 2020
MORGAN STANLEY
July 28, 2011 - October 15, 2020
MORGAN STANLEY
June 30, 2005 - August 2, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 19, 2002 - August 2, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
INSIGHT ADVISORS, LLC
CRD#: 168057 / SEC#: 801-78355
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/14/2021)
(10/13/2020)
Exams
Current Firm
INSIGHT ADVISORS, LLC
CRD#: 168057 / SEC#: 801-78355
Contact information
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,487 |
| AUM (Assets Under Management) | $ 785,650,000 |
Red Flags
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