AdFi
CE

Craig Eaton

Investment Adviser Representative at Integrated Wealth Concepts LLC

North Andover, MACRD #7700188Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Craig Eaton is an investment adviser representative with Integrated Wealth Concepts LLC in North Andover, MA, where they have been registered since 2023, the year they entered the securities industry. They are registered to provide investment advice in Massachusetts.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Integrated Wealth Concepts LLCCurrent
3/29/2023 – North Andover, MA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Integrated Wealth Concepts LLC
    Mar 2023 – no end date reportedWaltham, MA
  2. Granite PEAK Associates, Inc.
    Jan 2021 – no end date reportedArlington, MA
  3. Moody, Famiglietti & Andronico
    Nov 1998 – no end date reportedTewksbury, MA

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Integrated Wealth Concepts LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
465
Offices listed on AdvisorFinder:
25
Main office:
Waltham, MA
SEC file number:
801-108179

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 3, 2026

View full firm profile

Other advisors at Integrated Wealth Concepts LLC

Showing 12 of 465 in the directory

View Integrated Wealth Concepts LLC firm profile

Similar advisors in North Andover, MA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Craig Eaton has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Craig Eaton (Integrated Wealth Concepts) - Advisor Profile