Michael Conticelli has been an investment adviser representative at Interactive Financial Advisors since August 2022, and is not listed among the firm’s executive officers or direct owners.
Interactive Financial Advisors, Inc. is a New Lenox, IL firm with $240M under management, 1,307 clients and 33 advisers across 27 offices, as of its August 2026 filing.
Michael Conticelli’s longest registration is the current one, 4 years at Interactive Financial Advisors since 2022. Before joining Interactive Financial Advisors in 2022, Michael Conticelli was registered through First Advisors National, LLC and Royal Fund Management, LLC.
- – present · 4 yearsCape Coral, FL · Adviser representative · Firm CRD 125117
- First Advisors National, LLC– · 3 yearsCape Coral, FL · Adviser representative · Firm CRD 166212
- Royal Fund Management, LLC– · 3 yearsCape Coral, FL · Adviser representative · Firm CRD 144434
- American Elite Retirement– · under a yearCape Coral, FL · Adviser representative · Firm CRD 152499
Investment adviser representative registrations
Michael Conticelli is registered as an investment adviser representative in Florida, since August 2022.
- FloridaSince 5 August 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 August 2012 |
| Series 24 | General Securities Principal Examination | 14 September 1994 |
| Series 7 | General Securities Representative Examination | 26 May 1994 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 8 March 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 30 December 1988 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 December 1988 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Michael Anthony Conticelli
- CRD
- 1908676
- Firm
- Interactive Financial Advisors · CRD 125117
- Office
- Cape Coral, FL
- Registration
- Investment adviser registration
- In the industry since
- October 2015
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Conticelli work?
Michael Conticelli is an investment adviser representative registered through Interactive Financial Advisors, Inc. since August 2022, and is not listed among the firm’s executive officers or direct owners.
Is Michael Conticelli a financial advisor?
Yes. Michael Conticelli has a current investment-adviser registration in Florida, through Interactive Financial Advisors since August 2022.
How many years of experience does Michael Conticelli have?
Michael Conticelli has 10 years in the financial industry, since October 2015, across 4 adviser firms.
What exams has Michael Conticelli passed?
Michael Conticelli has passed 6 licensing exams: the Series 63, Series 6, Series 26, Series 7, Series 24 and Series 65. The earliest, the Series 63, was passed in December 1988.
Where did Michael Conticelli work before Interactive Financial Advisors?
Before Interactive Financial Advisors, Michael Conticelli was registered through First Advisors National, LLC, November 2018 to January 2022; Royal Fund Management, LLC, May 2013 to December 2016; American Elite Retirement, April 2013 to September 2013.
Where is Michael Conticelli based?
Michael Conticelli’s registered office is in Cape Coral, FL.
Is Michael Conticelli registered with FINRA?
No. Michael Conticelli has no current broker registration.
How can I verify Michael Conticelli’s record?
Search CRD 1908676 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Conticelli’s full registration record.