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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-04-20
  • NJ RA
    APPROVED
    Since 2020-04-20

Branch Locations

851 Franklin Lake Road Suite 103, Franklin Lakes, NJ 07417 • 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
Berson & Corrado Investment Advisors, Ll Ramsey NJ 09/2007 04/2020
Integrated Wealth Concepts, Llc Waltham MA 04/2020 Present
Previous Registrations
Other Businesses

1 -09/1/2007 - ANTHONY MAROTTI MEMORIAL SCHOLARSHIP FOUNDATION - PRESIDENT - NON-INV REL - 1 HOUR PER WEEK/4 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - SCHOLARSHIP FUND, YOUTH SPORTS DONATIONS 2 - 01/2013 - UNION COLLEGE FIGHTING DUTCHMEN GRIDIRON CLUB - BOARD MEMBER - NON-INV REL - 0.5 HOUR PER WEEK/2 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - BOOSTER CLUB FOR FOOTBALL TEAM 3 - 07/2022 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) GUARNIERI WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 07/21/2022 - 160 Hours Per Month During Securities Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-04-25
  • S65 Uniform Investment Adviser Law Examination
    2008-04-25
Designations
Other Names
  • Anthony Mapotti

View on SEC IAPD

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