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Michael Annunziata

Innovative Asset Advisors Group
34 Years of Experience
Shelton, CT
1 DisclosureSells Insurance
View SEC Summary
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Michael Annunziata is a registered investment advisor at Innovative Asset Advisors Group, based in Shelton, CT, with 34 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 373 clients with $300M in assets under management.

Innovative Asset Advisors Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
373 clients
Average Client Portfolio
$799K average
Assets Under Management
$297.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.10%
$2.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10.0M - $20.0M0.70%
$20M+0.60%

Fees are calculated quarterly in advance. Some clients are on a lower fee schedule based on individual circumstances, family relationships, or complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1 Enterprise Drive, Suite 425, Shelton, CT, 06484

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History

Regulatory History (1)
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Customer Dispute
August 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Michael is a wealth advisor at Seacrest Wealth Management, LLC since 2016, dedicating nearly full-time hours to this role. He is also dually-registered with Purshe Kaplan Sterling Investments, Inc. Additionally, Michael works as an independent insurance agent, dedicating minimal time to this activity.

Employment History
Current Registrations
Innovative Asset Advisors Group
October 2025 - Present · 1 yr
Previous Registrations
Seacrest Wealth Management, LLC
August 2016 - September 2025 · 9 yrs 1 mo
Purshe Kaplan Sterling InvestmentsBroker
August 2016 - September 2025 · 9 yrs 1 mo
Ameriprise Financial Services, INC.Broker
October 2009 - August 2016 · 6 yrs 10 mos
Ameriprise Financial Services, INC.
October 2009 - August 2016 · 6 yrs 10 mos
Ameriprise Advisor Services, INC.
April 2007 - October 2009 · 2 yrs 6 mos
Ameriprise Advisor Services, INC.Broker
August 2005 - October 2009 · 4 yrs 2 mos
Wachovia Securities, LLC
April 2002 - August 2005 · 3 yrs 4 mos
Wachovia Securities, LLCBroker
March 2002 - August 2005 · 3 yrs 5 mos
Morgan Stanley Dw INC.Broker
March 1992 - March 2002 · 10 yrs
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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