Ryan Conant
Investment adviser representative at Integrated Wealth Concepts LLC
12 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
12 years in the industry.
- LPL FinancialJul 2026 to now
- Integrated Wealth Concepts LLCJun 2026 to now
- UBS Financial Services IncJul 2024 to Jun 2026
- Baystate FinancialMay 2023 to Aug 2023
- CapexmoveOct 2022 to Dec 2022
- Freedom Boat ClubMay 2022 to Aug 2022
- Columbia TechDec 2021 to Jan 2022
- Full Time EducationAug 2020 to May 2024
- BoatworxMay 2020 to Jul 2020
- Civic Kitchen & DrinkNov 2019 to Mar 2020
- Full Time EducationJul 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7949201
- Firm CRD
- 284656