Kevin Michael Mcgrady

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

• 06/2008 → 09/2016
  Lincoln Financial Advisors
  Cranston, RI
• 10/2016 → Present
  Lpl Financial, Llc
  Cranston, RI
• 10/2016 → Present
  Integrated Wealth Concepts Llc
  Cranston, RI

Previous Registrations

• 2008-06-12 → 2016-10-18
  Osaic Fa, Inc.
  Cranston, RI
  Glastonbury, CT
  Cranston, RI
  Waltham, MA
• 2004-02-02 → 2008-06-16
  New England Securities
  East Providence, RI
  Warwick, RI
  Riverside, RI
• 2000-03-06 → 2003-12-19
  Veravest Investment Advisors, Inc.
  East Providence, RI

Other Businesses

(1) 10/14/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 100% Time Spent (2) 10/14/2016: No Business Name - Non-Variable Insurance - Investment Related - 1000 Chapel View Blvd #200, Cranston, RI 02920 - Start 01/02/1986 - 10 Hr/Mo; 10 Hour(s) During Securities Trading; 3% Time Spent - accident/health, disability, ltc, and traditional life, fixed annuities (3) 10/25/2016: Integrated Wealth Concepts - Registered Investment Advisor Hybrid - DBA: (Hybrid) Integrated Wealth Concepts - Investment Related - 1000 Chapel View Blvd #200, Cranston, RI 02920 - 100% Time Spent I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 100% of my time 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. (4) 11/01/2016: Integrated Wealth Concepts - Registered Investment Advisor DBA - DBA: (Hybrid) Integrated Financial Partners - Investment Related - 1000 Chapel View Blvd #200, Cranston, RI 02920 - 100% Time Spent (5) 04/24/2019 - KANDA LLC - Not investment related - At reported business location(s) - Business Entity For Tax/Investment Purposes Only - start date: 04/15/2018 - 0 Hours Per Month - Entity for commission flow through purposes only. (6) 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. (7) 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-22
• S63 Uniform Securities Agent State Law Examination
  1997-09-24

Designations

• Chartered Financial Consultant