Michael AaronsonCRD Number: 4318531
Current Firm: Integrated Wealth Concepts LLC
Michael Aaronson (CRD# 4318531) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 23 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Rbc Capital Markets, LLC
|Integrated Wealth Concepts LLC||Waltham, MA||Dec 2016 - Current||6|
|Lpl Financial LLC||Waltham, MA||Nov 2016 - Current||6|
|Aaronson, Lavoie, Streitfeld & Company, Cpa||Providence, RI||Jan 1998 - Current||25|
|Sagepoint Financial, Inc.||Providence, RI||Jan 2009 - Aug 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2003|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management7,466MILLIONS
Total Number of Accounts17,089ACCOUNTS
Average Account Value$436,887
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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