Patricia Conry Taylor
Managing Member / Chief Compliance OfficerInsight Strategic Wealth LLCCRD 5544427
About Patricia Conry Taylor
Patricia Conry Taylor is listed as Managing Member / Chief Compliance Officer at Insight Strategic Wealth LLC in Knoxville, TN. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Insight Strategic Wealth LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Patricia Conry Taylor work?
Patricia Conry Taylor is listed as Managing Member / Chief Compliance Officer at Insight Strategic Wealth LLC on SEC Form ADV.
How much of Insight Strategic Wealth LLC does Patricia Conry Taylor own?
Form ADV reports a beneficial ownership band of Over 75%.
Insight Strategic Wealth LLC
| Title | Managing Member / Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2010 |