Kelvin Cui

INSIGHT WEALTH MANAGEMENT

PLANTATION, FL 33324

CRD#: 8186857

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Professional summary

Kelvin Cui is a registered financial advisor currently at INSIGHT WEALTH MANAGEMENT LLC located in Plantation, Florida.

Kelvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Kelvin has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelvin Cui'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®

None

Experience

Current

January 29, 2026 - Present

INSIGHT WEALTH MANAGEMENT LLC

Office #1: 7860 Peters Rd F-109, Plantation, FL 33324

RIA

CRD#: 339542

PLANTATION, FL

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

Florida
(1/29/2026)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/10/2025

Uniform Investment Adviser Law Examination

Current Firm

INSIGHT WEALTH MANAGEMENT LLC

CRD#: 339542 / SEC#:

Florida

Registered Investment Advisory firm - (1/29/2026 Approved)

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Contact information

Main Address

7860 Peters Rd F-109, Plantation, FL 33324

Mailing Address

Phone number

(954) 735-7375

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Kelvin Cui

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelvin Cui's CRS (Customer Relationship Summary).

Certified licenses

Experience

INSIGHT WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/10/2025

Current Firm

INSIGHT WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

INSIGHT WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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