Andres M. Rosa Gandara

INSIGHT SECURITIES

Coral Gables, FL 33134

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CRD#: 6390683

Professional summary

Andres Migdoel Rosa Gandara, who also goes by Andres Migdoel Rosa, is a registered financial advisor currently at INSIGHT SECURITIES, INC. located in Coral Gables, Florida and ANGELUS INVESTMENT CONSULTING, INC. located in Coral Gables, Florida.

Andres is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Andres has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andres Migdoel Rosa

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.

1. Insight Securities, Inc. Investment Related; from 12/2017 to present; 999 Ponce De Leon Blvd. Ste. 830, Coral Gables, FL 33134; RIA; 11/2015 - Present 2. Quinta Trinitaria LLC, located at 909 Alberca St., Coral Gables, FL, 33134, is an investment related activity with the LLC investing in a fund named Driftwood Capital as a passive investment with no control over the in vestment decisions within the fund, will act as co-manager with wife of the LLC, dedicating 0 hrs per month, starting in 02/2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andres Migdoel Rosa Gandara'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

October 2, 2023 - Present

INSIGHT SECURITIES, INC.

Office #1: 2100 Ponce De Leon Blvd. Suite 960, Coral Gables, FL 33134

RIA

CRD#: 5611

Coral Gables, FL

Current

November 21, 2023 - Present

ANGELUS INVESTMENT CONSULTING, INC.

Office #1: 2100 Ponce De Leon Blvd. Ste. 960, Coral Gables, FL 33134

RIA

CRD#: 281413

CORAL GABLES, FL

Current

December 19, 2017 - Present

INSIGHT SECURITIES, INC.

Office #1: 2100 Ponce De Leon Blvd. Suite 960, Coral Gables, FL 33134

RIA

CRD#: 5611

Coral Gables, FL

Past

February 2, 2015 - December 18, 2017

WESTERN INTERNATIONAL SECURITIES, INC.

CRD#: 39262

Coral Gables, 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".

ANGELUS INVESTMENT CONSULTING, INC.

CRD#: 281413 / SEC#: 801-129349

RIA

Registered Investment Advisory firm - (1/12/2024 Approved)

Florida

Registered Investment Advisory firm - (3/19/2024 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
(12/19/2017)

IAR

Florida
(10/2/2023)

Puerto Rico
(9/29/2023)

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: 9/20/2023

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: 2/2/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

ANGELUS INVESTMENT CONSULTING, INC.

CRD#: 281413 / SEC#: 801-129349

RIA

Registered Investment Advisory firm - (1/12/2024 Approved)

Florida

Registered Investment Advisory firm - (3/19/2024 Terminated)

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Contact information

Main Address

2100 Ponce De Leon Blvd. Ste. 960, Coral Gables, FL 33134

Mailing Address

Phone number

(305) 928-1551

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-ANGELUS INVESTMENT CONSULTING, INC. (8/22/2025)

ADV 3 - FORM CRS (3/20/2025)

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 184,145,902

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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Andres M. Rosa Gandara

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andres Migdoel Rosa Gandara's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANGELUS INVESTMENT CONSULTING, INC.

INSIGHT SECURITIES, INC.

WESTERN INTERNATIONAL SECURITIES, INC.

Primary Firm SEC Registration

ANGELUS INVESTMENT CONSULTING, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/20/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/2/2015

FINRA

Current Firm

ANGELUS INVESTMENT CONSULTING, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ANGELUS INVESTMENT CONSULTING, INC.

TRUST BUT VERIFY

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