Scott David Morrison
Investment adviser representative at Integrated Wealth Concepts LLC
23 yearsExperience
1 stateRegistered in
$23.6BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Integrated Wealth Concepts LLCDec 2025 to now
- Osaic Wealth, Inc.Jun 2024 to Dec 2025
- Securities America AdvisorsDec 2017 to Jun 2024
- Securities America, Inc.Dec 2017 to Jun 2024
- Invest Financial CorpNov 2003 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (MI).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2549507
- Firm CRD
- 284656