Michael Joseph Annunziata

Employer firm

Innovative Asset Advisors Group CRD 336773

$298M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2016 → 09/2025
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2016 → 09/2025
  Seacrest Wealth Management, Llc
  Purchase, NY
• 10/2025 → Present
  Innovative Asset Advisors Group
  Shelton, CT

Previous Registrations

• 2016-08-18 → 2025-09-30
  Seacrest Wealth Management, Llc
  North Haven, CT
  Purchase, NY
• 2009-10-05 → 2016-08-17
  Ameriprise Financial Services, Llc
  Stratford, CT
  New Haven, CT
• 2007-04-19 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Stratford, CT
  Stratford, CT
• 2002-04-01 → 2005-08-22
  Wells Fargo Clearing Services, Llc
  Stratford, CT

Other Businesses

Independent Insurance Agent, 1-5 Hrs/Month

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-20
• S63 Uniform Securities Agent State Law Examination
  1992-04-09