Anthony Rod Ortale
Chief Compliance Officer & Chief Executive OfficerInsight Wealth Strategies, LLCCRD 3225516
About Anthony Rod Ortale
Anthony Rod Ortale is listed as Chief Compliance Officer & Chief Executive Officer at Insight Wealth Strategies, LLC in San Ramon, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Insight Wealth Strategies, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Anthony Rod Ortale work?
Anthony Rod Ortale is listed as Chief Compliance Officer & Chief Executive Officer at Insight Wealth Strategies, LLC on SEC Form ADV.
How much of Insight Wealth Strategies, LLC does Anthony Rod Ortale own?
Form ADV reports a beneficial ownership band of Under 5%.
Insight Wealth Strategies, LLC
| Title | Chief Compliance Officer & Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |