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Michael Aaron Leavy

INTEGRIS WEALTH MANAGEMENT, LLC·MONTEREY, California
Series 3, Series 65Clean record11 years registeredINTEGRIS 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 · 11 years registered
Brand Profile
Not yet started
01

Career History

INTEGRIS WEALTH MANAGEMENT, LLC
Feb 2015 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 65
Registration record
First registered · February 4, 2015
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
INTEGRIS WEALTH MANAGEMENT, LLC
CRD 111336 · SEC 801-66376
AUM
$574M
Regulatory assets under management
Employees
15
953 client accounts
Services offered by INTEGRIS WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at INTEGRIS WEALTH MANAGEMENT, LLC →
Introduction

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05

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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Other Advisors at INTEGRIS WEALTH MANAGEMENT, LLC

Gifford Robert Lehman
MONTEREY, CA
Allison Mosher Barrientos
MONTEREY, CA
Kevin Reid Mahoney
MONTEREY, CA

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Research
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