Michael Anthony Conticelli

Employer firm

Interactive Financial Advisors CRD 125117

$240M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → Present
  Solutions Money Mgmt
  Cape Coral, FL
• 05/2013 → 12/2016
  Royal Fund Management, Llc
  Cape Coral, FL
• 08/2015 → 02/2017
  Six Mile Charter Academy
  Fort Myers, FL
• 08/2016 → 01/2017
  Unity Charter School Of Fort Myers
  Fort Myers, FL
• 02/2017 → 06/2017
  St Elizabeth Seton Catholic School
  Naples, FL
• 07/2017 → 10/2018
  Unity Charter School Of Cape Coral
  Cape Coral, FL
• 11/2018 → 01/2022
  First Advisors National Llc
  Cape Coral, FL
• 11/2018 → Present
  School District Of Lee County
  Fort Myers, FL
• 07/2022 → Present
  Interactive Financial Advisors
  Cape Coral, FL

Previous Registrations

• 2018-11-09 → 2022-01-03
  First Advisors National, Llc
  Cape Coral, FL
• 2013-05-31 → 2016-12-05
  Royal Fund Management, Llc
  Cape Coral, FL
  Lady Lake, FL
• 2013-04-24 → 2013-09-12
  American Elite Retirement
  Cape Coral, FL
  Cape Coral, FL

Other Businesses

SOLUTIONS MONEY MANAGEMENT, OWNER - TAX PREPARATION, INSURANCE SALES (LIFE, HEALTH, AND ANNUITIES (INVESTMENT RELATED)), MERCHANT SERVICES AGENT (BUSINESS OWNER RELATIONSHIPS FOR CREDIT & DEBIT CARD PROCESSING), AND DIVORCE FINANCIAL ADVISORY (ANALYSIS OF FINANCIAL ISSUES, BUDGETING & ORGANIZATION). APPROX 20 HRS/MONTH. LEE COUNTY SCHOOL DISTRICT - TEACHER, 150 HOURS PER MONTH DURING SCHOOL YEAR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-09
• S63 Uniform Securities Agent State Law Examination
  1988-12-30