Michael Andrew Muto

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2018-07-25

RI RA
APPROVED

Since 2018-07-25

Branch Locations

1000 Chapel View Blvd Suite 210, Cranston, RI 02920 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
New England Securities	Boston	MA	06/2001	02/2017
Metlife Securities Inc.	Warwick	RI	01/2015	02/2017
Muto, Vollucci & Co, Ltd	Warwick	RI	02/2017	Present
Integrated Wealth Concepts Llc	Cranston	RI	05/2018	Present
Lpl Financial Llc	Cranston	RI	07/2018	Present

06/2001 → 02/2017

New England Securities

Boston, MA
01/2015 → 02/2017

Metlife Securities Inc.

Warwick, RI
02/2017 → Present

Muto, Vollucci & Co, Ltd

Warwick, RI
05/2018 → Present

Integrated Wealth Concepts Llc

Cranston, RI
07/2018 → Present

Lpl Financial Llc

Cranston, RI

Previous Registrations

2015-01-02 → 2016-12-31

Msi Financial Services, Inc.

Warwick, RI
2008-11-06 → 2015-01-02

New England Securities

Warwick, RI

Warwick, RI

Other Businesses

1) 7.12.2018 - ACT IN A FIDUCIARY CAPACITY - MICHAEL A MUTO - 3% - 51 JEFFERSON BLVD STE 400, WARWICK, RI 02888 2) 7.12.2018 - NON-VARIABLE INSURANCE - MICHAEL A MUTO - 1% - 51 JEFFERSON BLVD STE 400, WARWICK, RI 02888 3) 7.12.2018 - REAL ESTATE RENTAL - MICHAEL A MUTO - 1% - 51 JEFFERSON BLVD STE 400, WARWICK, RI 02888 4) 7.12.2018 - CPA AFFILIATE PROGRAM - MUTO, VOLLUCCI & CO, LTD - 99% - 51 JEFFERSON BLVD STE 400, WARWICK, RI 02888 5) 7.12.2018 - DBA FOR LPL BUSINESS - INTEGRATED FINANCIAL PARTNERS - 1% - 1000 CHAPEL VIEW BLVD #210, CRANSTON, RI 02920. 6) 10/9/2018 - Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 5/24/2018 - 1 Hour Per Month During Securities Trading - Time Spent 2%. 7) 10/9/2018 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 5/24/2018 - 2 Hours Per Month/1 Hour During Securities Trading - Time Spent 1% - I provide investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in 05/2018. I expect to spend approximately 2 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.