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Marc Aaron Dangora

Integrated Wealth Concepts LLC

Charlestown, MA

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-12
  • MA RA
    APPROVED
    Since 2026-05-12

Branch Locations

10 City Square 5Th Floor, Charlestown, MA 02129 • 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
Ameriprise Financial Services, Llc Boston MA 04/2022 05/2026
State Street Global Services Boston MA 03/2015 04/2022
Integrated Wealth Concepts Llc Waltham MA 05/2026 Present
Previous Registrations
Other Businesses

05/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: CITY SQUARE WEALTH MANAGEMENT - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-27
  • S66 Uniform Combined State Law Examination
    2023-02-27

View on SEC IAPD

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