Thomas McInerney has been Managing Member of Insight Advisors since August 2013, is a control person of the firm and directly owns 75% or more of it.
Insight Advisors, LLC is a Newtown, PA firm with $786M under management, 899 clients and 16 advisers across 3 offices, as of its May 2026 filing.
Thomas McInerney’s longest registration is the current one, 13 years at Insight Advisors since 2013. Before joining Insight Advisors in 2013, Thomas McInerney was registered through Wells Fargo Advisors, LLC and UBS Financial Services Inc.
- Insight Advisors, LLCCurrent– present · 13 yearsNewtown, PA · Adviser representative · Firm CRD 168057
- Wells Fargo Advisors, LLC– · 8 yearsNewtown, PA · Adviser representative · Firm CRD 19616
- UBS Financial Services Inc.– · 10 yearsNewtown, PA · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Thomas McInerney is registered as an investment adviser representative in Pennsylvania, since August 2013.
- PennsylvaniaSince 2 August 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 29 September 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 January 1996 |
| Series 8 | General Securities Sales Supervisor Examination (Options Module & General Module) | 13 May 1992 |
| Series 63 | Uniform Securities Agent State Law Examination | 31 July 1980 |
| Series 7 | General Securities Representative Examination | 19 July 1980 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Sales Supervisor Examination (Options Module & General Module)
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Thomas Joseph McInerney
- CRD
- 711975
- Firm
- Insight Advisors · CRD 168057
- Role
- Managing Member
- Office
- 10 N. STATE STREET, Newtown, PA 18940
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 1980
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Thomas McInerney work?
Thomas McInerney has been Managing Member of Insight Advisors, LLC since August 2013, and is a control person of the firm.
Is Thomas McInerney a financial advisor?
Yes. Thomas McInerney has a current investment-adviser registration in Pennsylvania, through Insight Advisors since August 2013.
How many years of experience does Thomas McInerney have?
Thomas McInerney has 46 years in the financial industry, since July 1980, across 3 adviser firms.
What exams has Thomas McInerney passed?
Thomas McInerney has passed 6 licensing exams: the Series 7, Series 63, Series 8, Series 65, Series 31 and Series 99TO. The earliest, the Series 7, was passed in July 1980. FINRA credited Thomas McInerney with the SIE, which began in October 2018.
Where did Thomas McInerney work before Insight Advisors?
Before Insight Advisors, Thomas McInerney was registered through Wells Fargo Advisors, LLC, April 2005 to August 2013; UBS Financial Services Inc., July 1994 to April 2005.
Where is Thomas McInerney based?
Thomas McInerney’s registered office is in Newtown, PA.
Is Thomas McInerney registered with FINRA?
Yes. Thomas McInerney has a current broker registration, under CRD 711975.
Source: FINRA BrokerCheck
How can I verify Thomas McInerney’s record?
Search CRD 711975 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Thomas McInerney’s full registration record.