AM
Augusto G. Medal Trinidad
INSIGHT SECURITIES
Asuncion,
Some features on this profile are disabled
CRD#: 6364260
AM
Professional summary
Augusto German Medal Trinidad Jr., who also goes by Augusto Medal, Augusto German Medal Trinidad, Augusto Medal Jr., is a registered financial advisor currently at INSIGHT SECURITIES, INC. .
Augusto is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Augusto has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Augusto Medal | Augusto German Medal Trinidad | Augusto Medal Jr.
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.
Prytaneum Advisors, investment related, located at Facundo Machain 6680 4th Floor, Asuncion, Paraguay, providing hedging solutions for institutional clients, starting in January 2022, working 25-30hrs per month. Woosh SA, is not investment related, located at Waldino R Lovera 5720 Argentina, sells insulated water bottles, is a passive investment and is not involved in the operations, working as a passive partner only, starting in 06/20203, working less than 1hr per month. Silkroad Sociedad Anonima, is not investment related, located at Avenida Espana 575 Argentina, is a retail liquor store, working as a passive investor and is not involved in the operations of the store, started in 04/2024, working less than 1hr a month. Paramex Trade SRL, is not investment related,located Xola 1106, Colonia Narvarte Poniente, Ciudad de Mexico, Mexico, environmentally conscious company that sells travel mugs, is a passive investment and is not involved in the operations, working as a passive partner only, starting in 7/2024 , working less than 1hr per month. Nomad EAS, is not investment related, located at Geenral Bernardo O'Higins 731, Assuncion, Paraguay, is a wellness and fitness center, working as a passive investor, starting 8/2025, as 20% owner.
CRS (Client Relationship Summary) - RIA
Click below to view Augusto German Medal Trinidad Jr.'s CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Augusto German Medal Trinidad Jr.'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
February 14, 2022 - Present
INSIGHT SECURITIES, INC.
Office #1: Facundo Machain 6680 4th Floor, AsuncionRIA
BD
CRD#: 5611
Asuncion,
Current
January 26, 2022 - Present
INSIGHT SECURITIES, INC.
Office #1: 777 Brickell Ave. Suite 586, Miami, FL 33131RIA
BD
CRD#: 5611
Miami, FL
Past
August 7, 2020 - March 7, 2022
INSIGNEO ADVISORY SERVICES, LLC
RIA
CRD#: 282589
Asuncion,
Past
July 6, 2020 - March 7, 2022
INSIGNEO SECURITIES, LLC
BD
CRD#: 29249
Asuncion,
Past
April 11, 2018 - July 7, 2020
INSIGHT SECURITIES, INC.
RIA
CRD#: 5611
Asuncion,
Past
April 9, 2018 - July 7, 2020
INSIGHT SECURITIES, INC.
BD
CRD#: 5611
Asuncion,
Past
July 31, 2017 - May 8, 2018
INSIGNEO ADVISORY SERVICES, LLC
RIA
CRD#: 282589
MIAMI, FL
Past
July 31, 2017 - May 7, 2018
INSIGNEO SECURITIES, LLC
BD
CRD#: 29249
ASUNCION,
Past
January 21, 2015 - July 31, 2017
NORTHEAST ASSET MANAGEMENT LLC
RIA
CRD#: 117567
ASUNCION,
Past
July 15, 2014 - July 31, 2017
NORTHEAST SECURITIES, LLC
BD
CRD#: 25996
ASUNCION,
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(1/26/2022)
IAR
Florida(2/14/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
