Inactive

Michael Grant Reisin

Integrated Wealth Management Solutions, LLC

Port Chester, NY

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Current Employers

Integrated Wealth Management Solutions, Llc

Port Chester, NY • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2022-04-22

NY RA
APPROVED

Since 2022-04-22

Branch Locations

Port Chester, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Wunderlich Securities, Inc.	Memphis	TN	05/2016	Present
Integrated Wealth Management Solutions, Llc.	Port Chester	NY	08/2017	Present

05/2016 → Present

Wunderlich Securities, Inc.

Memphis, TN
08/2017 → Present

Integrated Wealth Management Solutions, Llc.

Port Chester, NY

Previous Registrations

2016-05-05 → 2017-01-20

B. Riley Wealth Management

New York, NY
2009-03-27 → 2014-08-08

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-04-13
S65	Uniform Investment Adviser Law Examination	2006-04-07

S63 Uniform Securities Agent State Law Examination

2006-04-13
S65 Uniform Investment Adviser Law Examination

2006-04-07

Other Names

Michael G Reisin

View on SEC IAPD

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