PC
Patricia Conry Taylor
CRD 5544427
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Insight Strategic Wealth Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Insight Strategic Wealth Llc
Managing Member / Chief Compliance Officer · 75% or more · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗