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Michael Sal Guarnieri

Integrated Wealth Concepts LLC

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About Michael Sal Guarnieri

Michael Guarnieri is an Investment Advisor Representative at Integrated Wealth Concepts LLC. Michael is registered with the state of New York. Michael has been in the securities industry since 1995. Michael previously worked at The Madrid Group, Inc. and Monroe Parker Securities, Inc.. The Madrid Group, Inc. is inactive in the Broker-Dealer and Investment Adviser categories. Monroe Parker Securities, Inc. is also inactive in both Broker-Dealer and Investment Adviser categories.

Firm Information

Michael Guarnieri 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 Guarnieri’s Registration & Firm History

NY

01/18/2023 - Present

Integrated Wealth Concepts LLC (TAPPAN NY)

NY

09/07/1995 - 12/12/1995

THE MADRID GROUP, INC. (NEW YORK NY)

NY

04/10/1995 - 08/01/1995

MONROE PARKER SECURITIES, INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/05/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/21/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/07/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Sal Guarnieri.
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