INSERO WEALTH STRATEGIES LLC

CRD #108945 SEC #801-78029 ROCHESTER, NY 585-454-6996

SEC Registered

Total AUM

$147.7M

Discretionary

$147.7M

Employees

Clients

Accounts

322

Firm Details

Organization Type: Limited Liability Company
State of Formation: New York
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 4, 2019
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
INSERO, SHARON, B	I	CHIEF COMPLIANCE OFFICER	NA	Control
INSERO, SHARON, B	I	CHIEF COMPLIANCE OFFICER	NA	Control
INSERO, SHARON, B	I	CHIEF COMPLIANCE OFFICER	NA	Control
INSERO, SHARON, B	I	CHIEF COMPLIANCE OFFICER	NA	Control
INSERO, SHARON, B	I	CHIEF COMPLIANCE OFFICER	NA	Control
INSERO, SHARON, B	I	CHIEF COMPLIANCE OFFICER	NA	Control
INSERO, SHARON, B	I	CHIEF COMPLIANCE OFFICER	NA	Control
INSERO, SHARON, B	I	CHIEF COMPLIANCE OFFICER	NA	Control
INSERO, SHARON, B	I	CHIEF COMPLIANCE OFFICER	NA	Control
INSERO, SHARON, B	I	CHIEF COMPLIANCE OFFICER	NA	Control
INSERO, SHARON, B	I	CHIEF COMPLIANCE OFFICER	NA	Control
INSERO, SHARON, B	I	CHIEF COMPLIANCE OFFICER	NA	Control
INSERO, FRANK, A	I	MANAGING MEMBER	E	Control
INSERO, FRANK, A	I	MANAGING MEMBER	E	Control
INSERO, FRANK, A	I	MANAGING MEMBER	E	Control
INSERO, FRANK, A	I	MANAGING MEMBER	E	Control
INSERO, FRANK, A	I	MANAGING MEMBER	E	Control
INSERO, FRANK, A	I	MANAGING MEMBER	E	Control
INSERO, FRANK, A	I	MANAGING MEMBER	E	Control
INSERO, FRANK, A	I	MANAGING MEMBER	E	Control
INSERO, FRANK, A	I	MANAGING MEMBER	E	Control
INSERO, FRANK, A	I	MANAGING MEMBER	E	Control
INSERO, FRANK, A	I	MANAGING MEMBER	E	Control
INSERO, FRANK, A	I	MANAGING MEMBER	E	Control
CATARISANO, NANCY, ENGERT	I	MEMBER	B
CATARISANO, NANCY, ENGERT	I	MEMBER	B
DINAN, MICHAEL, JOSEPH	I	MEMBER	B
DINAN, MICHAEL, JOSEPH	I	MEMBER	B
INSERO, FRANK, A	I	MEMBER	B	Control
INSERO, FRANK, A	I	MEMBER	B	Control
KASPERSKI, RICHARD, MICHAEL	I	MEMBER	B
KASPERSKI, RICHARD, MICHAEL	I	MEMBER	B
LEO, VINCENT, A	I	MEMBER	B
LIPP, MARTHA, PHILIP	I	MEMBER	B
LIPP, MARTHA, PHILIP	I	MEMBER	B
MCLAUGHLIN, TIMOTHY, MARK	I	MEMBER	B
MCLAUGHLIN, TIMOTHY, MARK	I	MEMBER	B
MILLS, STEVEN, MICHAEL	I	MEMBER	B
MILLS, STEVEN, MICHAEL	I	MEMBER	B
OWEN, BLISS, ELAINE	I	MEMBER	B
OWEN, BLISS, ELAINE	I	MEMBER	B

Registrations

Federal

Apr 4, 2019 REGISTERED

Notice Filings (1)

Address

2 STATE STREET
SUITE 300
ROCHESTER, NY 14614
United States

Phone: 585-454-6996