Michael Aaronson, financial advisor Cranston RI

Michael Aaronson

CRD 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 24 years of experience in the finance industry.

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Company Name Location Dates Years
Integrated Wealth Concepts LLC Waltham, MA Dec 2016 - Current 7
Lpl Financial LLC Waltham, MA Nov 2016 - Current 7
Aaronson, Lavoie, Streitfeld & Company, Cpa Providence, RI Jan 1998 - Current 26
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
Contact Info for Michael D. Aaronson
Phone Number: (781) 890-3045
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    7,466
    MILLIONS
  • Total Number of Accounts
    17,089
    ACCOUNTS
  • Average Account Value
    $436,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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