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Michele Blazevich Johnson

Investment adviser representative at Integrated Wealth Concepts LLC
21 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

21 years in the industry.

  1. Integrated Wealth Concepts LLCJan 2026 to now
  2. Mercury Business AssociatesJun 2005 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

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
8208909
Firm CRD
284656
Advisor's SEC record (opens in a new tab)
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