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Michael Taylor

Integrated Wealth Concepts LLC

North Attleboro, MA

CRD 7779381

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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 2023-08-01
RI RA APPROVED 2023-07-20
  • MA RA
    APPROVED
    Since 2023-08-01
  • RI RA
    APPROVED
    Since 2023-07-20

Branch Locations

195 Chestnut Street, North Attleboro, MA 02760 • 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 07/2023 Present
Taylor & Company, Pc North Attleboro MA 05/2015 Present
Other Businesses

1. 08/2014 - FROSH PROPERTIES LLC - OWNER - RENTAL PROPERTY - NON-INV RELATED - 10 HOURS PER WEEK/10 HOURS PER SECURITIES TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-20
  • S65 Uniform Investment Adviser Law Examination
    2023-07-20

View on SEC IAPD

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