Michael Conticelli, financial advisor Cape Coral FL
81 score

Michael Conticelli

CRD Number: 1908676
Current Firm: Royal Fund Management, LLC

Michael Conticelli (CRD# 1908676) is an Investment Advisor Representative working at Royal Fund Management, LLC in Cape Coral, FL and has over 27 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Royal Fund Management, LLC Cape Coral, FL May 2013 - Current 3
Solutions Money Mgmt Cape Coral, FL Nov 2010 - Current 6
American Elite Retirement West Des Moines, IA Mar 2013 - May 2013 < 1
Teletech Cape Coral, FL Oct 2012 - Feb 2013 < 1
Avis Budget Grp Ft. Myers, FL Jan 2012 - Dec 2012 < 1
First Data Merchants Punta Gorda, FL Feb 2008 - Apr 2011 3
Konica Minolta Ft. Myers, FL Oct 2007 - Feb 2008 < 1
Citi Home Equity Cape Coral, FL Mar 2007 - Sep 2007 < 1
Ivanhoe Mortgage Cape Coral, FL Oct 2006 - Feb 2007 < 1
Flower Bank Cape Coral, FL Jan 2006 - Oct 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1988
S65 NASAA Investment Advisors Law Examination Aug 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Michael A. Conticelli
Phone Number: 352-750-1637
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    2,981
    ACCOUNTS
  • Average Account Value
    $71,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV

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BADGES
81

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