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Massimo Filippo Teresi

Integrity Wealth Management

Sarasota, FL

CRD 7973922

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Employer firm

Integrity Wealth Management CRD 137803

$77.2M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Integrity Wealth Management

6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-25
  • FL RA
    APPROVED
    Since 2025-02-25

Branch Locations

6561 Palmer Park Circle Suite C, Sarasota, FL 34238-3056 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Swan Retirement Strategies Sarasota FL 01/2023 01/2025
Florida Gulf Coast University Fort Myers FL 07/2017 04/2021
Veronica Fish & Oyster Sarasota FL 02/2016 04/2017
Best Buy Sarasota FL 06/2021 12/2022
High School Sarasota FL 08/2013 05/2017
Integrity Wealth Management Sarasota FL 01/2025 Present
  • 01/2023 → 01/2025
    Swan Retirement Strategies
    Sarasota, FL
  • 07/2017 → 04/2021
    Florida Gulf Coast University
    Fort Myers, FL
  • 02/2016 → 04/2017
    Veronica Fish & Oyster
    Sarasota, FL
  • 06/2021 → 12/2022
    Best Buy
    Sarasota, FL
  • 08/2013 → 05/2017
    High School
    Sarasota, FL
  • 01/2025 → Present
    Integrity Wealth Management
    Sarasota, FL
Previous Registrations
Other Businesses

06/2022 Independent Licensed Insurance Agent; Investment related. Sarasota, Florida, Fixed Indexed Annuities, Multi-Year Guaranteed Annuities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-03
  • S65 Uniform Investment Adviser Law Examination
    2022-12-03

View on SEC IAPD

Nearby Firms

CPA INVESTMENT SOLUTIONS, INC.
EDWARD JONES
HENDRICKS WEALTH AND ESTATE MANAGEMENT

Nearby Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson

Nearby Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL

More in Sarasota, FL

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