Dragos Georgescu, financial advisor Pleasanton CA

Dragos Georgescu

CRD Number: 5073867
Current Firm: Alta Via Capital

Dragos Georgescu (CRD# 5073867) is an Investment Advisor Representative working at Alta Via Capital in Pleasanton, CA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Alta Via Capital Pleasanton, CA Oct 2019 - Current 4
Alta Via Capital Pleasanton, CA Oct 2019 - Current 4
Insight Wealth Strategies, LLC San Ramon, CA Apr 2019 - Oct 2019 < 1
Insight Wealth Strategies, LLC San Ramon, CA Apr 2018 - Oct 2019 1
Lincoln Advisors Corporation San Ramon, CA Feb 2018 - May 2018 < 1
Lincoln Advisors Corporation San Ramon, CA Dec 2017 - May 2018 < 1
Insight Wealth Strategies, LLC San Ramon, CA Dec 2017 - Apr 2018 < 1
Insight Capital Research & Management, Inc. Walnut Creek, CA May 2011 - Dec 2017 6
Insight Capital Research & Management, Inc. Walnut Creek, CA Feb 2011 - Dec 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2006
S65 NASAA Investment Advisors Law Examination May 2011
Contact Info for Dragos Georgescu
Phone Number: 925-694-0090
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    80
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $536,638
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA

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