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Michele Blazevich Johnson

Integrated Wealth Concepts LLC

Norwalk, CT

CRD 8208909

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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

AuthorityCategoryStatusDate
CT RA APPROVED 2026-01-15
  • CT RA
    APPROVED
    Since 2026-01-15

Branch Locations

8 Norden Place Apt # 428, Norwalk, CT 06855 • 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
OrganizationCityStateFromTo
Mercury Business Associates Stamford CT 06/2005 Present
Integrated Wealth Concepts Llc Waltham MA 01/2026 Present
Other Businesses

06/2005 - ACCOUNTING SERVICES - OWNER - MERCURY BUSINESS ASSOCIATES - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH PER SECURITIES TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-24
  • S65 Uniform Investment Adviser Law Examination
    2025-10-24

View on SEC IAPD

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