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Managing Member / Chief Compliance Officer · Insight Strategic Wealth LLC

Patricia Q. Taylor

CRD 5544427 · Named on Form ADV at one SEC-registered adviser

At a glance

Insight Strategic Wealth LLC, an SEC-registered wealth manager based in Knoxville, TN with $401 million in regulatory assets, lists Patricia Q. Taylor on its Form ADV as Managing Member / Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Patricia’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patricia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.