Michael
Aaronson
Integrated Wealth Concepts LLC
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About this Advisor
Michael Aaronson is a financial advisor operating in Cranston, Rhode Island with 6 years of industry experience. Aaronson works at Integrated Wealth Concepts LLC. Throughout their career, Aaronson has worked at Aaronson, Lavoie, Streitfeld & Co., Cpa, Sagepoint Financial, Inc, Lpl Financial LLC and Integrated Wealth Concepts LLC. Aaronson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Rhode Island. Integrated Wealth Concepts LLC is a registered investment business based out of Waltham, MA. The investment advisory business has offices in 57 locations and a total of 178 financial advisors. It controls $8 billion in assets under management between its 17,089 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 24 charities and foundations. Of its 17,089 client accounts, 37% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Integrated Wealth Concepts LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees typically vary depending on which services are offered. Fee types charged by Integrated Wealth Concepts LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Integrated Wealth Concepts LLC Brokerage Details
$7,465,967,800
178
17,089
$436,887
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Aaronson Work History
Michael has been registered as a financial advisor for 6 years.*
Lpl Financial LLC
Integrated Wealth Concepts LLC
Aaronson, Lavoie, Streitfeld & Co., Cpa
Sagepoint Financial, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Aaronson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Integrated Wealth Concepts LLC
Northbrook, IL
Waltham, MA
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Huntington Beach, CA
Solana Beach, CA
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Saint Joseph, MO
Rockland, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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