Unclaimed Profile

Michael Aaron Leavy

INTEGRIS WEALTH MANAGEMENT, LLC·MONTEREY, California

Clean recordINTEGRIS WEALTH MANAGEMENT, LLC

435 WASHINGTON STREET, MONTEREY, CA 93940CRD# 2355672Firm CRD# 111336

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Aaron Leavy · MONTEREY, CA

Registration

CRD #2355672 · INTEGRIS WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Aaron Leavy is a registered financial advisor based in MONTEREY, California, affiliated with INTEGRIS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

INTEGRIS WEALTH MANAGEMENT, LLC

AUM

$574M

Regulatory assets under management

Employees

Total firm employees

View all advisors at INTEGRIS WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2355672

Firm CRD# 111336

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Aaron Leavy offer?

Michael Aaron Leavy specializes in Financial Planning, Investment Management. Contact their office in MONTEREY, California for a consultation.

What are Michael Aaron Leavy's credentials?

Michael Aaron Leavy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Aaron Leavy located?

Michael Aaron Leavy is based in MONTEREY, California, working with INTEGRIS WEALTH MANAGEMENT, LLC. Their office serves clients in the MONTEREY metropolitan area and surrounding communities.

How does Michael Aaron Leavy charge for services?

Michael Aaron Leavy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRIS WEALTH MANAGEMENT, LLC?

INTEGRIS WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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