Shelley Leavitt Nadel
Investment adviser representative at Integrity Alliance, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.4BFirm assets
Are you Shelley Leavitt Nadel? Claim your profile
Contact this firm
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.Nov 2025 to now
- Csenge Advisory Group, LLCAug 2021 to now
- Lion Street AdvisorsOct 2019 to now
- Lion Street FinancialOct 2019 to now
- Fsc Securities CorpJun 2016 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5513675
- Firm CRD
- 139627