MC
Michael K. Carberry
INTEGRITY ADVISORY SOLUTIONS
Mount Laurel, NJ 08054
CRD#: 2583780
Some features on this profile are disabled
MC
Michael Kennedy CarberryINTEGRITY ADVISORY SOLUTIONS
Professional summary
Michael Kennedy Carberry, who also goes by Michael K Carberry, Mick Carberry, Mike Carberry, is a registered financial advisor currently at INTEGRITY ADVISORY SOLUTIONS located in Mount Laurel, New Jersey and INTEGRITY CAPITAL, LLC located in Scottsdale, Arizona.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Michael has worked at 14 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 3, Series 7, Series 6, Series 9 and Series 10 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Michael K Carberry | Mick Carberry | Mike Carberry
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.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Kennedy Carberry'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
June 11, 2026 - Present
INTEGRITY ADVISORY SOLUTIONS
Office #1: 305 Fellowship Rd Suite 105, Mount Laurel, NJ 08054RIA
CRD#: 288817
Mount Laurel, NJ
Current
June 10, 2026 - Present
INTEGRITY CAPITAL, LLC
Office #1: 16767 N. Perimeter Drive Suite 320, Scottsdale, AZ 85260BD
CRD#: 285198
SCOTTSDALE, AZ
Past
May 30, 2019 - March 27, 2026
GLADSTONE WEALTH PARTNERS
RIA
CRD#: 250787
MOUNT LAUREL, NJ
Past
May 16, 2019 - April 13, 2026
LPL FINANCIAL LLC
BD
CRD#: 6413
MOUNT LAUREL, NJ
Past
February 17, 2016 - May 23, 2019
OPPENHEIMER & CO. INC.
RIA
CRD#: 249
HADDON TOWNSHIP, NJ
Past
February 17, 2016 - May 23, 2019
OPPENHEIMER & CO. INC.
BD
CRD#: 249
HADDON TOWNSHIP, NJ
Past
July 2, 2013 - March 4, 2016
MORGAN STANLEY
RIA
CRD#: 149777
PHILADELPHIA, PA
Past
July 1, 2013 - March 4, 2016
MORGAN STANLEY
BD
CRD#: 149777
PHILADELPHIA, PA
Past
June 13, 2011 - October 4, 2012
SAXONY SECURITIES, INC.
BD
CRD#: 115547
MARLTON, NJ
Past
April 11, 2008 - May 28, 2009
JANNEY MONTGOMERY SCOTT LLC
RIA
CRD#: 463
PHILADELPHIA, PA
Past
April 11, 2008 - May 28, 2009
JANNEY MONTGOMERY SCOTT LLC
BD
CRD#: 463
PHILADELPHIA, PA
Past
July 1, 2003 - April 14, 2008
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
PHILADELPHIA, PA
Past
July 1, 2003 - April 14, 2008
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
PHILADELPHIA, PA
Past
June 14, 2001 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
WASHINGTON, DC
Past
March 20, 2001 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
June 17, 1999 - March 19, 2001
B. RILEY SECURITIES, INC.
BD
CRD#: 25027
ARLINGTON, VA
Past
January 5, 1998 - June 23, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
March 29, 1996 - January 9, 1998
A. G. EDWARDS & SONS, INC.
BD
CRD#: 4
ST. LOUIS, MO
Past
April 18, 1995 - February 20, 1996
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
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".
IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH
CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - (1/20/2022 Approved)Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)Texas
Registered Investment Advisory firm - (2/8/2022 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
New Jersey(6/11/2026)
RR
Pennsylvania(6/15/2026)
Exams
State Security Law Exam
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IA
INTEGRITY ADVISORY SOLUTIONS
ALLIANCE APETE FINANCIAL | ZLF ADVISORY SERVICES | WISE WEALTH STEWARDSHIP, INC | WEALTH FORMAT SYSTEM | VESTED LEGACY WEALTH MANAGEMENT, LP | TRUSTED ATTORNEY ADVISORS, PLLC | THE RETIREMENT INCOME GROUP | THE BULES GROUP | SURE FIRE FINANCIAL, LLC | SUMMIT WEALTH GROUP | SUMMIT LIFE FINANCIAL, LLC | SILVERLEAF WEALTH MANAGEMENT | SIDDIQI VENTURES, LLC | SETON WEALTH MANAGEMENT, LLC | SCHOMER WEALTH ADVISORS | SAFEGUARD RETIREMENT ADVISORS | S&K PRIVATE WEALTH ADVISORS, LLC | ROBINSON WEALTH | RIDLEY WEALTH, LLC | PRISM ASSET PLANNING, LLC/PRISM FINANCIAL PLANNING | POTTER WEALTH PLANNING, LLC | NWA WEALTH MANAGEMENT, LLC | NOVAK WEALTH ADVISORS | NEYENS WEALTH, LLC | MORRISON MONEY MANAGEMENT, LLC | MORRIS HALL WEALTH | MJB WEALTH MANAGEMENT, INC. | MISSION FOCUSED CAPITAL MANAGEMENT, LLC | MIDWEST INSURANCE GROUP, LLC | LOVATO FINANCIAL, LLC | LK WEALTH, LLC | LEGACY CARE ADVISORS, LLC | LEE LEGACY WEALTH, LLC | KNOTTS FINANCIAL SOLUTIONS, LLC | KHT WEALTH MANAGEMENT, LLC | JK FINANCIAL, LLC | INTEGRITY WEALTH | INTEGRITY ADVISORY SOLUTIONS, LLC | INTEGRITY ADVISORY SOLUTIONS | INCOME FOCUSED ADVISORS, LLC | GCP WEALTH, LLC | FREEDOM FINANCIAL PARTNERS | FEDSMART RETIREMENT | ELEVATE LIFE AGENCY | CONTENTMENT WEALTH, LLC | CLOCK TOWER WEALTH MANAGEMENT, INC. | CAB FINANCIAL,LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT, LLC | BURLINGTON ALLIANCE CAPITAL MANAGEMENT | BOTT WEALTH MANAGEMENT | BAM | BACM | ASSURANCE FINANCIAL, INC | ARTIS WEALTH MANAGEMENT, LLC | AMIR WEALTH PARTNERS, LLC | AMERICAN ACADEMY WEALTH
CRD#: 288817 / SEC#: 801-123090
RIA
Registered Investment Advisory firm - (1/20/2022 Approved)Arizona
Registered Investment Advisory firm - (2/8/2022 Terminated)Florida
Registered Investment Advisory firm - (2/8/2022 Terminated)Indiana
Registered Investment Advisory firm - (2/9/2022 Terminated)New Jersey
Registered Investment Advisory firm - (2/8/2022 Terminated)North Carolina
Registered Investment Advisory firm - (2/10/2022 Terminated)South Carolina
Registered Investment Advisory firm - (2/9/2022 Terminated)Texas
Registered Investment Advisory firm - (2/8/2022 Terminated)Loading...
Contact information
Main Address
1445 Ross Ave Fl 55, Dallas, TX 75202
Mailing Address
Phone number
(214) 919-2165
Established
Firm type
Fiscal year end
# of Employees
90
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,709 |
| AUM (Assets Under Management) | $ 512,263,824 |
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.
