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Craig Eaton

Integrated Wealth Concepts LLC

North Andover, MA

CRD 7700188

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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:

Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2023-03-29
  • MA RA
    APPROVED_RES
    Since 2023-03-29

Branch Locations

991 Osgood Street, North Andover, MA 01845 • 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
Integrated Wealth Concepts Llc Waltham MA 03/2023 Present
Granite Peak Associates, Inc. Arlington MA 01/2021 Present
Moody, Famiglietti & Andronico Tewksbury MA 11/1998 Present
  • 03/2023 → Present
    Integrated Wealth Concepts Llc
    Waltham, MA
  • 01/2021 → Present
    Granite Peak Associates, Inc.
    Arlington, MA
  • 11/1998 → Present
    Moody, Famiglietti & Andronico
    Tewksbury, MA
Other Businesses

01. 01/2021 - GRANITE PEAK ASSOCIATES, INC - NON-INV RELATED - AT REPORTED LOCATION(S) - CERTIFIED PUBLIC ACCOUNTANT - 95% OF TIME SPENT

View on SEC IAPD

Nearby Firms

NORTHERN CAPITAL SECURITIES CORPORATION
OSAIC WEALTH, INC.
SIMPSON INVESTMENT COUNSEL

Nearby Investors

MANFRED THEODOR BECKMANN
Robert Edward Pickett
JASON DANIEL STUCK

Nearby Offices

NORTHERN CAPITAL SECURITIES CORPORATION · NORTH ANDOVER, MA
OSAIC WEALTH, INC. · NORTH ANDOVER, MA
SIMPSON INVESTMENT COUNSEL · North Andover, MA

More in North Andover, MA

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