Todd Morris Mezrah
Investment adviser representative at Integrity Alliance, LLC
32 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
32 years in the industry.
- Integrity Alliance, LLC.Jul 2025 to now
- Todd M Mezrah & AssociatesApr 1994 to now
- Lion Street AdvisorsMay 2020 to Nov 2025
- Lion Street FinancialMay 2020 to Nov 2025
- M. Holdings Securities, Inc.Dec 2001 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
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
- 2313891
- Firm CRD
- 139627