Paul Timothy Reidy
Investment adviser representative at Integrity Alliance, LLC
10 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
10 years in the industry.
- Integrity Alliance, LLC.Dec 2022 to now
- Brokers International Financial ServicesDec 2022 to now
- Capital Analysts LLCNov 2019 to Dec 2022
- Lincoln Investment LLCNov 2019 to Dec 2022
- Securities America AdvisorsJan 2016 to Nov 2019
- Securities America LLCJan 2016 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 2393815
- Firm CRD
- 139627