Michael
Conticelli
Interactive Financial Advisors
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About this Advisor
Michael Conticelli is a financial advisor based in Cape Coral, Florida, working with Interactive Financial Advisors. Michael has previously held positions at Solutions Money Mgmt, Royal Fund Management, LLC, Celerity Educational Group, Six Mile Charter Academy, Unity Charter School Of Fort Myers, St Elizabeth Seton Catholic School, Unity Charter School Of Cape Coral, First Advisors National LLC, School District Of Lee County, and Interactive Financial Advisors. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Michael is part of Interactive Financial Advisors, which operates out of Cape Coral, Florida. The firm has 21 offices and 36 employees. The firm manages assets totaling $284.9 million and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Interactive Financial Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Interactive Financial Advisors Brokerage Details
$284,940,831
36
3,152
$90,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Michael Conticelli Work History
Interactive Financial Advisors
School District Of Lee County
Solutions Money Mgmt
First Advisors National LLC
St Elizabeth Seton Catholic School
Unity Charter School Of Cape Coral
Unity Charter School Of Fort Myers
Six Mile Charter Academy
Celerity Educational Group
Royal Fund Management, LLC
Disclosures
Please visit the SEC profile of Michael Conticelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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