Michael Sal Guarnieri

Current Employers

Integrated Wealth Concepts Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2023-01-18

NY RA
APPROVED

Since 2023-01-18

Branch Locations

1 Kings Highway, Tappan, NY 10983 • 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
Scheer Guarnieri & Associates Cpas Llp	Tappan	NY	11/2011	Present
Integrated Wealth Concepts Llc	Waltham	MA	01/2023	Present

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

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

S65 Uniform Investment Adviser Law Examination

2023-01-05
S63 Uniform Securities Agent State Law Examination

1995-04-21

View on SEC IAPD

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

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