Michael Annunziata
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 firm serves 193 clients with $130M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1 Enterprise Drive, Suite 425, Shelton, CT, 06484
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2008Other 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
Previous Registrations
Seacrest Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.