Bradley T. Riccardi

INTEGRA GLOBAL ADVISORS LLC

STAMFORD, CT 06901

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CRD#: 7355094

Professional summary

Bradley T Riccardi is a registered financial advisor currently at INTEGRA GLOBAL ADVISORS LLC located in Stamford, Connecticut.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Bradley has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.

*563118 - Rye Rangers Hockey Club; Investment related: No; Rye, New York; Recreation; Hockey Coach (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 10; Hockey Coach for a u14 hockey team

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley T Riccardi'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®

None

Experience

Current

February 19, 2025 - Present

INTEGRA GLOBAL ADVISORS LLC

Office #1: 281 Tresser Boulevard - Suite 401, Stamford, CT 06901

RIA

CRD#: 288511

STAMFORD, CT

Past

August 4, 2021 - January 24, 2024

MORGAN STANLEY

RIA

CRD#: 149777

Stamford, CT

Past

June 23, 2021 - January 24, 2024

MORGAN STANLEY

CRD#: 149777

Stamford, CT

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".

INTEGRA GLOBAL ADVISORS LLC

CRD#: 288511 / SEC#: 801-110720

RIA

Registered Investment Advisory firm - (6/26/2017 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

Connecticut
(2/19/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/3/2021

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/23/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 4/1/2021

Securities Industry Essentials Examination

Current Firm

INTEGRA GLOBAL ADVISORS LLC

CRD#: 288511 / SEC#: 801-110720

RIA

Registered Investment Advisory firm - (6/26/2017 Approved)

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Contact information

Main Address

281 Tresser Boulevard - Suite 401, Stamford, CT 06901

Mailing Address

Phone number

(203) 266-3942

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A INTEGRA GLOBAL ADVISORS (7/11/2025)

Regulatory assets under management

Total Number of Accounts	102
AUM (Assets Under Management)	$ 562,649,670

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.

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Bradley T. Riccardi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley T Riccardi's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRA GLOBAL ADVISORS LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

INTEGRA GLOBAL ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/3/2021

Series 7TO

Date: 6/23/2021

SIE

Date: 4/1/2021

Current Firm

INTEGRA GLOBAL ADVISORS LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRA GLOBAL ADVISORS LLC

TRUST BUT VERIFY

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