Andres F. Larrea

PRECISE INVESTMENT MANAGEMENT

Highland Park, IL 60035

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CRD#: 5769212

Professional summary

Andres F Larrea is a registered financial advisor currently at PRECISE INVESTMENT MANAGEMENT, INC. located in Highland Park, Illinois and INSIGHT SECURITIES, INC. .

Andres is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Andres has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Freelance Tennis Coach/Instructor, not investment related, Start date 12/2022, less than 10 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andres F Larrea'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

January 2, 2024 - Present

PRECISE INVESTMENT MANAGEMENT, INC.

Office #1: 600 Central Ave Suite 293, Highland Park, IL 60035

RIA

CRD#: 282557

Highland Park, IL

Current

April 12, 2024 - Present

INSIGHT SECURITIES, INC.

RIA

CRD#: 5611

Quito,

Current

January 10, 2024 - Present

INSIGHT SECURITIES, INC.

Office #1: 777 Brickell Ave. Suite 586, Miami, FL 33131

RIA

CRD#: 5611

Miami, FL

Past

October 12, 2023 - November 6, 2023

INSIGHT SECURITIES, INC.

RIA

CRD#: 5611

Fort Lauderdale, FL

Past

March 29, 2021 - November 13, 2023

BOSTON INVESTMENT MANAGEMENT L.L.C.

RIA

CRD#: 300632

CORAL GABLES, FL

Past

July 7, 2015 - February 5, 2021

MORGAN STANLEY

RIA

CRD#: 149777

AVENTURA, FL

Past

July 7, 2015 - February 5, 2021

MORGAN STANLEY

CRD#: 149777

AVENTURA, FL

Past

October 3, 2014 - June 24, 2015

NORTHEAST SECURITIES, LLC

CRD#: 25996

MIAMI, FL

Past

January 29, 2013 - September 26, 2014

MORGAN STANLEY

RIA

CRD#: 149777

MIAMI, FL

Past

January 25, 2013 - September 26, 2014

MORGAN STANLEY

CRD#: 149777

MIAMI, FL

Past

September 6, 2011 - January 11, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MIAMI, FL

Past

December 22, 2010 - January 11, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MIAMI, FL

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".

PRECISE INVESTMENT MANAGEMENT, INC.

PRECISE INVESTMENT MANAGEMENT, INC. | PRECISE MANAGEMENT, INC.

CRD#: 282557 / SEC#: 801-124750

RIA

Registered Investment Advisory firm - (4/25/2022 Approved)

Arizona

Registered Investment Advisory firm - (8/2/2022 Terminated)

California

Registered Investment Advisory firm - (9/1/2022 Terminated)

Illinois

Registered Investment Advisory firm - (8/2/2022 Terminated)

Nevada

Registered Investment Advisory firm - (9/2/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/2/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Illinois
(1/2/2024)

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 66

Date: 12/7/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/18/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PRECISE INVESTMENT MANAGEMENT, INC.

PRECISE INVESTMENT MANAGEMENT, INC. | PRECISE MANAGEMENT, INC.

CRD#: 282557 / SEC#: 801-124750

RIA

Registered Investment Advisory firm - (4/25/2022 Approved)

Arizona

Registered Investment Advisory firm - (8/2/2022 Terminated)

California

Registered Investment Advisory firm - (9/1/2022 Terminated)

Illinois

Registered Investment Advisory firm - (8/2/2022 Terminated)

Nevada

Registered Investment Advisory firm - (9/2/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/2/2022 Terminated)

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Contact information

Main Address

600 Central Ave Suite 293, Highland Park, IL 60035

Mailing Address

Phone number

(702) 906-0940

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PRECISE INVESTMENT MANAGEMENT - WRAP BROCHURE (9/25/2025)

PRECISE INVESTMENT MANAGEMENT, INC. (9/25/2025)

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 186,316,022

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

Andres F. Larrea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andres F Larrea's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSIGHT SECURITIES, INC.

INSIGHT SECURITIES, INC.

INSIGHT SECURITIES, INC.

BOSTON INVESTMENT MANAGEMENT L.L.C.

MORGAN STANLEY

MORGAN STANLEY

NORTHEAST SECURITIES, LLC

MORGAN STANLEY

MORGAN STANLEY

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

PRECISE INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/7/2012

Series 7TO

Date: 9/18/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/21/2010

FINRA

Current Firm

PRECISE INVESTMENT MANAGEMENT, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRECISE INVESTMENT MANAGEMENT, INC.

TRUST BUT VERIFY

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