Michael David Aaronson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/1998 → Present
  Aaronson, Lavoie, Streitfeld & Co., Cpa
  Providence, RI
• 11/2016 → Present
  Lpl Financial Llc
  Waltham, MA
• 12/2016 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2007-10-03 → 2016-07-28
  Osaic Services, Inc.
  Johnston, RI
• 2003-11-25 → 2005-11-02
  Mutual Service Corporation
  Johnston, RI

Other Businesses

1. 11/17/2016 - AARONSON LAVOIE STRITFELD DIAZ & CO PC/ CPA AFFILIATE PROGRAM/ 87%/ CRANSTON, RI 2. 11/17/2016 - DEL'S FROZEN LEMONADE/ BUSINESS OWNER/ 1%/ CRANSTON, RI 3. 11/17/2016 - MICHAEL AARONSON/ NON-VARIABLE INSURANCE/ 3%/ CRANSTON, RI 4. 11/17/2016 - THE JOSEPH A ROBERTS JR IRREVOCABLE SPECIAL NEEDS TRUST/ ACT IN A FIDUCIARY CAPACITY/ 1%/ CRANSTON, RI 5. 11/17/2016 - NOTARY/ NOTARY/ 1%/ CRANSTON, RI 6. 11/17/2016 - THE KENNETH SCHOEN IRREVOCABLE SPECIAL NEEDS TRUST/ ACT IN A FIDUCIARY CAPACITY/ 1%/ CRANSTON, RI 7. 2/6/2017 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 8. 2/9/2017 - Integrated Wealth Concepts LLC - DBA: Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 160 Hours Per Month/5 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in December 2016. I expect to spend approximately 160 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. 9. 2/9/2017 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 160 Hours Per Month/5 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in January 2017. I expect to spend approximately 160 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-09-25
• S65 Uniform Investment Adviser Law Examination
  1999-12-30