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Michael David Aaronson

Integrated Wealth Concepts LLC

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About Michael David Aaronson

Michael Aaronson is a financial advisor who has been in the industry since 2003. Michael is registered with the state of Rhode Island and holds Series 63, 65, 7 and SIE licenses. Michael is also a Certified Public Accountant. Michael has been with Integrated Wealth Concepts LLC since 2016, and prior to that, he worked with Sagepoint Financial, Inc. and Commonwealth Financial Network. Michael works with a variety of clients, including individuals, families, businesses, and charitable organizations. Michael provides financial planning, investment management, and retirement planning services.

Firm Information

Michael Aaronson is currently registered with Integrated Wealth Concepts LLC. Integrated Wealth Concepts LLC is an investment advisory firm based in Waltham, Massachusetts. With over 190 licensed agents and 423 individuals working in investment advisory functions, they manage over $13.5 billion in assets for a variety of clients, including individuals, corporations, charitable organizations, and pension plans. The firm offers a range of services, including financial planning, portfolio management, and pension consulting.
Integrated Wealth Concepts LLC

200 5TH AVENUE

WALTHAM, MA 02451

$13.50B

Assets Under Management

6

Total Clients

333

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Aaronson’s Registration & Firm History

RI

02/02/2017 - Present

Integrated Wealth Concepts LLC (Cranston RI)

RI

11/02/2005 - 07/28/2016

SAGEPOINT FINANCIAL, INC. (PROVIDENCE RI)

MA

08/11/2003 - 11/02/2005

MUTUAL SERVICE CORPORATION (BOSTON MA)

MA

01/10/2001 - 08/22/2001

COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)

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Licenses & Designations

BC

Issued 09/25/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/09/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael David Aaronson.
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