# INTEGRITY FINANCIAL ADVISORS, LLC

INTEGRITY FINANCIAL ADVISORS, LLC of WOBURN, MA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 313369
- Type: SEC-registered investment adviser
- SEC file number: 801-121305
- Location: 400 TRADECENTER, SUITE 3990, WOBURN, MA, 01801
- Phone: 978-338-4830
- Latest filing: 2026-06-26
- Regulatory AUM: $134.9M
- Discretionary AUM: $115.2M
- Non-discretionary AUM: $19.7M
- Clients: 9
- Accounts: 495

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Joseph Byron Hosler | CHIEF COMPLIANCE OFFICER; MANAGIN PRINCIPAL | — |
| Robert Zlatko Kuftinec | MEMBER | — |
| Robert Forest Held | OWNER | — |
| HOSLER JOSEPH BYRON | CHIEF COMPLIANCE OFFICER; MANAGIN PRINCIPAL | — |
| KUFTINEC ROBERT ZLATKO | MEMBER | — |
| DOERR KENNETH JAMES | MEMBER | — |
| HELD ROBERT FOREST | OWNER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313369/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313369/similar
- Related entities: https://search.stillhousedata.com/firm/313369/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313369

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.