Michael Sal Guarnieri

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

• 11/2011 → Present
  Scheer Guarnieri & Associates Cpas Llp
  Tappan, NY
• 01/2023 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Other Businesses

1. 11/2011 - SCHEER GUARNIERI & ASSOCIATES CPAS LLP - CERTIFIED PUBLIC ACCOUNTANT - NON-INV RELATED - AT REPORTED LOCATION(S) - START DATE 11/2011 - TIME SPENT 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-05
• S63 Uniform Securities Agent State Law Examination
  1995-04-21