Anthony Rod Ortale
Investment adviser representative at Insight Wealth Strategies, LLC
6 yearsExperience
1 stateRegistered in
$1.2BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
6 years in the industry.
- Insight Wealth Strategies, LLC.Aug 2018 to now
- Mutual Securities, Inc.Oct 2018 to Jun 2020
- NoneMar 2018 to Aug 2018
- Fisher InvestmentsDec 2017 to Feb 2018
- Self-employedMar 2017 to Dec 2017
- First Allied Securities, Inc.Jan 2014 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2007
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Insight Wealth Strategies, LLC
$1.2BAssets managed
585Clients
9Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3225516
- Firm CRD
- 293644