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RIA / WealthAdvisor15 years in industry

ANDRES F LARREA

Advisor at PRECISE INVESTMENT MANAGEMENT, INC.

HIGHLAND PARK, IL | Quito | Miami, FL

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Search this name across graphsid dfx:ria:cf1f4c66-3e25-f13f-af13-abb50abc320e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 6, 2011 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PRECISE INVESTMENT MANAGEMENT, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 6, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Exams: S66
First exam: Dec 7, 2012
First registration: Sep 6, 2011
Dual registered: no
IAPD individual key: 5769212

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INSIGHT SECURITIES, INC.	Mixed wealth	Apr 12, 2024	n/a	yes	Quito\|Miami, FL	Current employment
PRECISE INVESTMENT MANAGEMENT, INC.	Independent wealth	Jan 2, 2024	n/a	yes	Quito\|HIGHLAND PARK, IL	Current employment
BOSTON INVESTMENT MANAGEMENT L.L.C.	n/a	Mar 29, 2021	Nov 13, 2023	no	CORAL GABLES, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jul 7, 2015	Feb 5, 2021	no	Aventura, FL	Previous registration
MORGAN STANLEY	Wirehouse	Jan 29, 2013	Sep 26, 2014	no	Miami, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Sep 6, 2011	Jan 11, 2013	no	MIAMI, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BOSTON INVESTMENT MANAGEMENT L.L.C.	PRECISE INVESTMENT MANAGEMENT, INC.	Nov 13, 2023	Jan 2, 2024	50	Firm change	Other
MORGAN STANLEY	BOSTON INVESTMENT MANAGEMENT L.L.C.	Feb 5, 2021	Mar 29, 2021	52	Firm change	Other
WELLS FARGO ADVISORS	MORGAN STANLEY	Jan 11, 2013	Jan 29, 2013	18	Firm change	Wirehouse to wirehouse

Relationships

Registered with (5)

→ INSIGHT SECURITIES, INC.Registered adviserregistration: current employment
Apr 12, 2024 to presentfactForm ADV
→ PRECISE INVESTMENT MANAGEMENT, INC.Registered adviserregistration: current employment
Jan 2, 2024 to presentfactForm ADV
→ BOSTON INVESTMENT MANAGEMENT L.L.C.Registered adviserregistration: previous registration
Mar 29, 2021 to Nov 13, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Jul 7, 2015 to Feb 5, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Sep 6, 2011 to Jan 11, 2013factForm ADV

Dated events

Occurred
Nov 13, 2023
Advisor changed firm
Andres F Larrea left Boston Investment Management L.L.C. for Precise Investment Management, Inc. (registered 2024-01-02)
Form ADVobserved 6 days ago