Michael Sztrom

Employer firm

Integrated Advisors Network LLC CRD 171991

$5.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2015 → Present
  Sztrom Wealth Management, Inc.
  Rancho Sante Fe, CA
• 06/2016 → 03/2018
  Sztrom Capital Management Llc
  Del Mar, CA
• 03/2018 → Present
  Integrated Advisors Network, Llc
  Dallas, TX

Previous Registrations

• 2017-01-25 → 2018-12-31
  Sztrom Capital Management, Llc
  Del Mar, CA
• 2016-08-03 → 2016-12-31
  Sztrom Capital Management, Llc
  Del Mar, CA
• 2010-11-19 → 2015-09-03
  Ubs Financial Services Inc.
  San Diego, CA
  Weehawken, NJ
  La Jolla, CA
  San Diego, CA
• 2007-04-25 → 2010-12-07
  Deutsche Bank Securities Inc.
  Los Angeles, CA
  Los Angeles, CA
• 1999-12-09 → 2007-04-23
  Raymond J. Lucia Companies, Inc.
  San Diego, CA
  San Diego, CA
• 2004-04-22 → 2006-06-15
  Rjl Financial Network, L.L.C.
  Omaha, NE
• 2002-05-03 → 2002-10-10
  The Advisors Group, Inc.
  San Diego, CA

Other Businesses

Sztrom Wealth Management, Inc; investment-related; 16054 Via Galan, Rancho Santa Fe, CA 92091; Advisor; DBA; 08/2015; duties and hours in line with advisory business.

Exams

• S66 Uniform Combined State Law Examination
  1999-03-02