Salvatore Lauri
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.Jun 2026 to now
- American Senior BenefitsJan 2026 to now
- Strata Financial Group, LLC dba Strata WealthJan 2026 to now
- W&s Brokerage ServicesFeb 2019 to Jan 2026
- Western & Southern LifeFeb 2019 to Jan 2026
- UnemployedOct 2018 to Feb 2019
- Edward JonesMar 2017 to Oct 2018
- MML Investors Services, LLCMar 2016 to Feb 2017
- Massmutual Life Insurance CompanyJan 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2008
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 5051409
- Firm CRD
- 139627