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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

TitleChief Compliance Officer & Chief Executive Officer
OwnershipUnder 5%
Control personYes
Since2018
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