Massimo F. Teresi

INTEGRITY WEALTH MANAGEMENT

Sarasota, FL 34238-3056

Some features on this profile are disabled

CRD#: 7973922

Professional summary

Massimo Filippo Teresi is a registered financial advisor currently at INTEGRITY WEALTH MANAGEMENT located in Sarasota, Florida.

Massimo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Massimo has worked at 2 firms and has passed the Series 65 exam.

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.

06/2022 Independent Licensed Insurance Agent; Investment related. Sarasota, Florida, Fixed Indexed Annuities, Multi-Year Guaranteed Annuities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Massimo Filippo Teresi'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®

None

Experience

Current

February 25, 2025 - Present

INTEGRITY WEALTH MANAGEMENT

Office #1: 6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056

RIA

CRD#: 137803

Sarasota, FL

Past

September 5, 2024 - January 24, 2025

SWAN RETIREMENT STRATEGIES

RIA

CRD#: 332099

SARASOTA, FL

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
(2/25/2025)

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 65

Date: 12/3/2022

Uniform Investment Adviser Law Examination

Current Firm

INTEGRITY WEALTH MANAGEMENT

INTEGRITY WEALTH MANAGEMENT | INTEGRITY WEALTH MANAGEMENT, INC.

CRD#: 137803 / SEC#:

Florida

Registered Investment Advisory firm - (1/2/2006 Approved)

Texas

Registered Investment Advisory firm - (12/15/2012 Conditional Restricted)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056

Mailing Address

Phone number

(941) 955-2700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	202
AUM (Assets Under Management)	$ 66,328,845

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.

Similar Advisors

Lea Smith Johnson

OSAIC WEALTH, INC.

IAR

Bradenton, FL

John Darby

GRAHAM CAPITAL WEALTH MANAGEMENT, LLC

IAR

SARASOTA, FL

Adam Ausloos

ADVICEWORKS WEALTH ADVISORS

IAR

SARASOTA, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Massimo F. Teresi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Massimo Filippo Teresi's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY WEALTH MANAGEMENT

SWAN RETIREMENT STRATEGIES

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2022

Current Firm

INTEGRITY WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTEGRITY WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors