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CF

Christopher A. Forte

INTEGRATED INVESTMENT CONSULTANTS
Bloomfield Hills, MI 48304
Some features on this profile are disabled
CRD#: 1400180
CF

Professional summary

Christopher Anthony Forte, CIMA® is a registered financial advisor currently at INTEGRATED INVESTMENT CONSULTANTS, LLC located in Bloomfield Hills, Michigan.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Christopher has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Anthony Forte's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CIMA®

Certified Investment Management Analyst

Experience

Current

May 26, 2015 - Present

INTEGRATED INVESTMENT CONSULTANTS, LLC

Office #1: 40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304
RIA
CRD#: 175299
Bloomfield Hills, MI
Past

July 1, 2003 - May 27, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
BIRMINGHAM, MI
Past

July 1, 2003 - May 27, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
BIRMINGHAM, MI
Past

January 22, 1990 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA
CRD#: 7471
BIRMINGHAM, MI
Past

October 4, 1985 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
II
INTEGRATED INVESTMENT CONSULTANTS, LLC
INTEGRATED | INTEGRATED INVESTMENT CONSULTANTS, LLC | INTEGRATED FIDUCIARY ADVISORY SERVICES | INTEGRATED FAS

CRD#: 175299 / SEC#: 801-96228

RIA
Registered Investment Advisory firm - (5/11/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Michigan
(5/26/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/3/1994
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/26/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/27/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 3/20/2003
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 9/21/1985
General Securities Representative Examination

Current Firm

II
INTEGRATED INVESTMENT CONSULTANTS, LLC
INTEGRATED | INTEGRATED INVESTMENT CONSULTANTS, LLC | INTEGRATED FIDUCIARY ADVISORY SERVICES | INTEGRATED FAS

CRD#: 175299 / SEC#: 801-96228

RIA
Registered Investment Advisory firm - (5/11/2015 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304
Mailing Address
Phone number
(866) 433-3581
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INTEGRATED BROCHURE 2025 (10/10/2025)

Regulatory assets under management

Total Number of Accounts933
AUM (Assets Under Management)$ 773,184,329

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INTEGRATED INVESTMENT CONSULTANTS, LLC

CRD#: 175299Bloomfield Hills, MI 48304

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