Marco Anthony Moretti

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

• 01/2014 → 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

• 2014-02-13 → 2016-10-18
  Osaic Fa, Inc.
  Cranston, RI

Other Businesses

(1) 10/14/2016: Non-Variable Insurance - Investment Related - 1000 Chapel View, Ste, 210, Cranston, RI 02920 - Start 11/01/2012 - 10 Hr/Mo; 10 Hour(s) During Securities Trading; 5% Time Spent - Accident and Health insurance, disability, fixed annuities, GROUP HEALTH INSURANCE, MEDICARE SUPPLEMENT, MEDICARE ADVANTAGE, LONG-TERM CARE INSURANCE AND TRADITIONAL LIFE INSURANCE PRODUCTS (2) 10/31/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 1000 Chapel View, Ste 210, Cranston, RI 02920. (3) 12/12/2016: Integrated Wealth Concepts - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 100% - 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) 12/12/2016: Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Time Spent 100%. (5) 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. (6) 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. (7) 05/05/2023 - Marco Moretti LLC - Investment Related - Cranston, RI - Real Estate Rental - Start Date 04/03/2023 - 0 Hours Per Month/0 Hours During Securities Trading (8) 08/17/2023 - Real Estate Rental - Co-Owner - Investment Related - Johnston, RI - Start Date 08/15/2023 - 4 Hours Per Month/ 0 Hours During Trading (9) 12/21/2023 - Real Estate Rental - Co-Owner - Investment Related - West Warwick, RI - Start Date 12/09/2023 - 4 Hours Per Month/ 0 Hours During Trading (10) 10/18/2024 - Taylor & Company Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 5 Hours Per Month/ During Trading 11. 08/15/2025 - Real Estate Rental - West Warwick, RI - Inv Rel - Start date: 08/01/2024 - 1Hours Per Month/ During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-02-10
• S63 Uniform Securities Agent State Law Examination
  2013-06-28

Other Names

• Marco A Moretti