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Marc Crone

Investment adviser representative at Integrated Advisors Network LLC
11 yearsExperience
1 stateRegistered in
$5.5BFirm assets
11 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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Integrated Advisors Network, LLCMar 2026 to now
  2. All Source Investment ManagementMar 2026 to now
  3. Brighton Health Plan SolutionsJun 2025 to now
  4. Independent Financial Group LLCAug 2025 to Mar 2026
  5. Career TransitionApr 2025 to Jun 2025
  6. Magnit GlobalMay 2024 to Apr 2025
  7. Pop HealthcareApr 2023 to May 2024
  8. ConnecticareApr 2015 to Apr 2023

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (CT).

Integrated Advisors Network LLC

$5.5BAssets managed
7,612Clients
79Advisers
11 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
8102339
Firm CRD
171991
Advisor's SEC record (opens in a new tab)
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