Matthew Dogali
Investment adviser representative at Integrity Alliance, LLC
14 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
14 years in the industry.
- Integrity Alliance, LLC.Sep 2022 to now
- Lincoln InvestmentMay 2019 to Sep 2022
- Northwestern Mutual Investment Services LLCNov 2018 to May 2019
- Northwestern Mutual Life Insurance CompanyOct 2018 to May 2019
- UnemployedDec 2016 to Sep 2018
- Copper MountainOct 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2019
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
- 7012318
- Firm CRD
- 139627