Guido Mogatti Sarcione
Investment adviser representative at Integrated Wealth Concepts LLC
2 yearsExperience
2 statesRegistered in
ChFC®Designation
$23.6BFirm assets
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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
2 years in the industry.
- LPL Financial, LLCDec 2017 to now
- Integrated Wealth Concepts LLCNov 2017 to now
- MML Investors Services, LLCMar 2017 to Dec 2017
- Metlife Securities Inc.Jan 2015 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
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
- 2662742
- Firm CRD
- 284656