John Connor Murtagh
Investment Adviser Representative at Integrated Wealth Concepts LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
John Connor Murtagh is an investment adviser representative with Integrated Wealth Concepts LLC in Boston, MA, where they have been registered since 2026. They have worked in the securities industry since 2018 and have been registered with 4 firms, including The Clifford Group LLC and Newedge Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts.
Registrations & licenses
- 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.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 – Oct 2020Newton, MA
- Plt4mSep 2016 – Sep 2018Weston, MA
- Wayland High SchoolAug 2016 – Nov 2018Wayland, MA
- BANK OF America, N.A.Oct 2018 – Oct 2020Newton, MA
- Triad Advisors LLCOct 2020 – Apr 2022Norcross, GA
- NewEdge Advisors, LLCOct 2020 – Apr 2022New Orleans, LA
- The Clifford Group LLCMar 2022 – Apr 2026Wayland, MA
- Integrated Wealth Concepts LLCApr 2026 – no end date reportedWaltham, 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
Client types the firm serves
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
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Connor Murtagh 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.
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