Unclaimed Profile

Anthony Rod Ortale

INSIGHT WEALTH STRATEGIES, LLC·SAN RAMON, California

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, Series 66Clean record19 years registeredINSIGHT WEALTH STRATEGIES, LLC

2603 CAMINO RAMON, SAN RAMON, CA 94583CRD# 3225516Firm CRD# 293644

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Anthony Rod Ortale · SAN RAMON, CA

Registration

CRD #3225516 · INSIGHT WEALTH STRATEGIES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

INSIGHT WEALTH STRATEGIES, LLC

Oct 2018 – present

FISHER INVESTMENTS

Dec 2017 – Feb 2018

SAN MATEO, CA

CASTLE ROCK WEALTH MANAGEMENT, LLC

Oct 2015 – Mar 2017

WALNUT CREEK, CA

FIRST ALLIED SECURITIES, INC.

Jul 2009 – Jul 2010

SAN DIEGO, CA

CHARLES SCHWAB & CO., INC.

Oct 2008 – Jun 2009

SAN FRANCISCO, CA

HORIZON WEALTH GROUP, LLC.

Jan 2008 – Aug 2008

SAN RAMON, CA

FIRST ALLIED SECURITIES, INC.

Jul 2007 – Sep 2008

SAN RAMON, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · July 19, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INSIGHT WEALTH STRATEGIES, LLC

CRD 293644 · SEC 801-112986

AUM

$852M

Regulatory assets under management

Employees

1,947 client accounts

Services offered by INSIGHT WEALTH STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INSIGHT WEALTH STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Anthony Rod Ortale offer?

Anthony Rod Ortale specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAMON, California for a consultation.

What are Anthony Rod Ortale's credentials?

Anthony Rod Ortale is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anthony Rod Ortale located?

Anthony Rod Ortale is based in SAN RAMON, California, working with INSIGHT WEALTH STRATEGIES, LLC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.

How does Anthony Rod Ortale charge for services?

Anthony Rod Ortale's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INSIGHT WEALTH STRATEGIES, LLC?

INSIGHT WEALTH STRATEGIES, LLC has approximately 13 employees and manages $852M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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