David N. Chazin
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
David Neil Chazin, who also goes by David N Chazin, was a registered financial professional .
David is a previously registered financial professional and started their career in finance in 2002. David had 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)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 27, 2018 - November 11, 2025
INSIGHT WEALTH STRATEGIES, LLC
April 27, 2018 - June 30, 2020
MUTUAL SECURITIES, INC.
June 26, 2002 - May 10, 2018
OSAIC FA, INC.
June 19, 2002 - April 4, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
June 19, 2002 - May 10, 2018
OSAIC FA, INC.
Primary Firm SEC Registration
INSIGHT WEALTH STRATEGIES, LLC
CRD#: 293644 / SEC#: 801-112986
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
INSIGHT WEALTH STRATEGIES, LLC
CRD#: 293644 / SEC#: 801-112986
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,038 |
| AUM (Assets Under Management) | $ 1,063,992,397 |
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.
