Steven James Sandberg
Investment adviser representative at Integrity Alliance, LLC
9 yearsExperience
1 stateRegistered in
$5.4BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
9 years in the industry.
- Integrity Alliance, LLC.May 2018 to now
- Brokers International Financial Services, LLCApr 2018 to now
- Paloma Insurance and Financial Services, LLCApr 2009 to now
- Cpr Investments Inc.Jan 2018 to Apr 2018
- Institutional Securities CorpOct 2015 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (FL).
Integrity Alliance, LLC
$5.4BAssets managed
10,885Clients
335Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2137040
- Firm CRD
- 139627