Augusto G. Medal Trinidad

INSIGHT SECURITIES

Asuncion,

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CRD#: 6364260

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. and PRECISE INVESTMENT MANAGEMENT, 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 6 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Augusto German Medal Trinidad Jr.'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

February 14, 2022 - Present

INSIGHT SECURITIES, INC.

Office #1: Facundo Machain 6680 4th Floor, Asuncion

RIA

CRD#: 5611

Asuncion,

Current

February 6, 2026 - Present

PRECISE INVESTMENT MANAGEMENT, INC.

Office #1: Facundo Machain 4th Floor, Asuncion 6680

RIA

CRD#: 282557

Asuncion,

Current

January 26, 2022 - Present

INSIGHT SECURITIES, INC.

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

RIA

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

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.

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

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

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".

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.

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

Florida
(1/26/2022)

IAR

Florida
(2/14/2022)

IAR

Illinois
(2/6/2026)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/13/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/15/2014

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)

PREMIUM

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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

Augusto G. Medal Trinidad

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Augusto German Medal Trinidad Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

INSIGHT SECURITIES, INC.

PRECISE INVESTMENT MANAGEMENT, INC.

INSIGHT SECURITIES, INC.

INSIGNEO ADVISORY SERVICES, LLC

INSIGNEO SECURITIES, LLC

INSIGHT SECURITIES, INC.

INSIGHT SECURITIES, INC.

INSIGNEO ADVISORY SERVICES, LLC

INSIGNEO SECURITIES, LLC

NORTHEAST ASSET MANAGEMENT LLC

NORTHEAST SECURITIES, LLC

Primary Firm SEC Registration

PRECISE INVESTMENT MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/13/2014

SIE

Date: 10/1/2018

Series 7

Date: 7/15/2014

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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