Sanford Michael Fisch

Employer firm

Integrity Advisory Solutions CRD 288817

$1.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 10/1989 → Present
  Armstrong, Fisch, And Tutoli Law Firm
  San Diego, CA
• 03/1993 → Present
  Aaepa
  San Diego, CA
• 11/2023 → 09/2024
  Brokers International Financial Services
  San Diego, CA
• 04/2024 → Present
  Integrity Advisory Solutions
  San Diego, CA

Previous Registrations

• 2023-11-29 → 2024-09-03
  Integrity Alliance, Llc.
  Urbandale, IA
  San Diego, CA
• 2002-10-17 → 2016-03-01
  1St Global Advisors Inc
  San Diego, CA
  San Diego, CA

Other Businesses

1) Armstrong, Fisch and Tutoli Law Partnership; Not investment related; 6040 Santo Rd, San Diego, CA 92123; Lawyer; Partner; 06/01/1993; 2 hours per month; 0 hours during security hours; lawyer. 2) SMF Limited Partnership; not investment related; 15719 Las Planideras, Rancho Santa Fe, CA 92067; personal holding company; General Partner; 01/01/1993; 2 hours per month; 0 hours during security hours; oversee assets. 3) American Academy of Estate Planning Attorneys, Inc; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Membership organization, CEO; 03/01/1993; 120 hours oer month; 0 hours during security hours; Overall strategic direction and supervision of the company. 4) Academy Life and Health, Inc; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Insurance agency; CEO; 06/10/2023; 5 hours per month; 0 hours during security hours; overall supervision. 5) American Academy Group, Inc; not investment related; 9444 Balboa Ave, Suite 300, San Diego, CA 92123; Holding company; CEOI; 07/27/2002; 2 hours per month; 0 hours during security hours; oversight. 6) Rental Real Estate; Not investment related; 15719 Las Planideras, PO Box 1276, Rancho Santa Fe, CA 92067; Rental Real Estate; Owner; 06/30/1984: 1 hours per month; 0 hours during security hours; Overseeing tenants.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-06
• S66 Uniform Combined State Law Examination
  2001-04-09

Other Names

• Sandy Fisch