MC
Michael A. Conticelli
INTERACTIVE FINANCIAL ADVISORS
Cape Coral, FL
CRD#: 1908676
MC
Professional summary
Michael Anthony Conticelli is a registered financial advisor currently at INTERACTIVE FINANCIAL ADVISORS located in Cape Coral, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Michael has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 24 and Series 26 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.
SOLUTIONS MONEY MANAGEMENT, OWNER - TAX PREPARATION, INSURANCE SALES (LIFE, HEALTH, AND ANNUITIES (INVESTMENT RELATED)), MERCHANT SERVICES AGENT (BUSINESS OWNER RELATIONSHIPS FOR CREDIT & DEBIT CARD PROCESSING), AND DIVORCE FINANCIAL ADVISORY (ANALYSIS OF FINANCIAL ISSUES, BUDGETING & ORGANIZATION). APPROX 20 HRS/MONTH. LEE COUNTY SCHOOL DISTRICT - TEACHER, 150 HOURS PER MONTH DURING SCHOOL YEAR.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Anthony Conticelli's 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®
NoneExperience
Current
August 5, 2022 - Present
INTERACTIVE FINANCIAL ADVISORS
RIA
CRD#: 125117
Cape Coral, FL
Past
November 9, 2018 - January 3, 2022
FIRST ADVISORS NATIONAL, LLC
RIA
CRD#: 166212
Cape Coral, FL
Past
May 31, 2013 - December 5, 2016
ROYAL FUND MANAGEMENT, LLC
RIA
CRD#: 144434
CAPE CORAL, FL
Past
April 24, 2013 - September 12, 2013
AMERICAN ELITE RETIREMENT
RIA
CRD#: 152499
CAPE CORAL, FL
Past
April 12, 2001 - September 21, 2004
CANTELLA & CO., INC.
BD
CRD#: 13905
MALDEN, MA
Past
November 16, 1999 - June 14, 2001
CHARTER ONE SECURITIES, INC.
BD
CRD#: 13373
CLEVELAND, OH
Past
July 8, 1998 - November 19, 1999
CANTELLA & CO., INC.
BD
CRD#: 13905
MALDEN, MA
Past
October 19, 1992 - August 19, 1998
POLARIS FINANCIAL SERVICES, INC.
BD
CRD#: 14521
CONCORD, NH
Past
January 3, 1989 - October 20, 1992
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
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".
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)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
Florida(8/5/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Batson Ct. Suite 104, New Lenox, IL 60451
Mailing Address
Phone number
(630) 472-1300
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,858 |
| AUM (Assets Under Management) | $ 337,782,613 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTERACTIVE FINANCIAL ADVISORS
CRD#: 125117Cape Coral, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
