Patricia Quinby Taylor
Investment adviser representative at Insight Strategic Wealth LLC
38 yearsExperience
1 stateRegistered in
PFSDesignation
$401MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
38 years in the industry.
- Insight Strategic Wealth LLCJan 2010 to now
- Conry-taylor & Morrow Cpas PcJun 1988 to Jan 2024
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (TN).
Insight Strategic Wealth LLC
$401MAssets managed
263Clients
5Advisers
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
- 5544427
- Firm CRD
- 147290