Angela Musi

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
MA	RA	APPROVED_RES	2026-01-06

MA RA
APPROVED_RES

Since 2026-01-06

Branch Locations

Belmont, MA • 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
Integrated Wealth Concepts Llc	Waltham	MA	11/2025	Present
Angela J. Musi, Cpa	Belmont	MA	05/1989	Present

11/2025 → Present

Integrated Wealth Concepts Llc

Waltham, MA
05/1989 → Present

Angela J. Musi, Cpa

Belmont, MA

Other Businesses

05/1989 - ANGELA J. MUSI, CPA - CPA FIRM - OWNER - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS 16/1982 - A&M GEORGE STREET REALTY, LLC - REAL ESTATE RENTAL - OWNER - NON-INV REL - AT REPORTED LOCATION(S) - 0 HOURS PER MONTH/0 HOURS PER SECURITIES TRADING HOURS