# INSERO WEALTH STRATEGIES LLC

INSERO WEALTH STRATEGIES LLC of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 108945
- Type: SEC-registered investment adviser
- SEC file number: 801-78029
- Location: 2 STATE STREET, SUITE 300, ROCHESTER, NY, 14614
- Phone: 585-454-6996
- Latest filing: 2019-04-04
- Regulatory AUM: $147.7M
- Discretionary AUM: $147.7M
- Clients: 3
- Accounts: 322

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| [INSERO FRANK A](https://search.stillhousedata.com/person/782950) | MANAGING MEMBER; MEMBER | — |
| [CATARISANO NANCY ENGERT](https://search.stillhousedata.com/person/782951) | MEMBER | — |
| [CIACCIA PETER ARTHUR](https://search.stillhousedata.com/person/782952) | MEMBER | — |
| [DINAN MICHAEL JOSEPH](https://search.stillhousedata.com/person/782953) | MEMBER | — |
| [KASPERSKI RICHARD MICHAEL](https://search.stillhousedata.com/person/782954) | MEMBER | — |
| [MCLAUGHLIN TIMOTHY MARK](https://search.stillhousedata.com/person/782955) | MEMBER | — |
| [MILLS STEVEN MICHAEL](https://search.stillhousedata.com/person/782956) | MEMBER | — |
| [OWEN BLISS ELAINE](https://search.stillhousedata.com/person/782957) | MEMBER | — |
| [SMITH MICHAEL CODY](https://search.stillhousedata.com/person/782958) | MEMBER | — |
| [ZUGEHOER DAVID HERBERT](https://search.stillhousedata.com/person/782959) | MEMBER | — |
| [LIPP MARTHA PHILIP](https://search.stillhousedata.com/person/782960) | MANAGER; MEMBER | — |
| [LEO VINCENT A](https://search.stillhousedata.com/person/792815) | MEMBER | — |
| [INSERO SHARON B](https://search.stillhousedata.com/person/824231) | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108945/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108945/similar
- Related entities: https://search.stillhousedata.com/firm/108945/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108945

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.