AdFi
MA

Michael Andrew Muto

Investment Adviser Representative at Integrated Wealth Concepts LLC

Cranston, RICRD #4236459Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
Exams Passed
3

Professional summary

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

Michael Andrew Muto is an investment adviser representative with Integrated Wealth Concepts LLC in Cranston, RI, where they have been registered since 2018. They have worked in the securities industry since 2001 and have been registered with 3 firms, including MSI Financial Services, Inc. and NEW England Securities Corporation. 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 Rhode Island.

Office

1000 Chapel View Blvd, Suite 210
Cranston, RI 02920

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Rhode Island
Broker:
5 states and territories

Florida, Massachusetts, New York, North Carolina, Rhode Island

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

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/26/2000
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/26/2000

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Integrated Wealth Concepts LLCCurrent
7/25/2018 – Cranston, RI
MSI Financial Services, Inc.
1/2/2015 – 12/31/2016Warwick, RI
NEW England Securities Corporation
11/6/2008 – 1/2/2015Warwick, RI

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. NEW England Securities
    Jun 2001 – Feb 2017Boston, MA
  2. Metlife Securities Inc.
    Jan 2015 – Feb 2017Warwick, RI
  3. MUTO, Vollucci & Co, Ltd
    Feb 2017 – no end date reportedWarwick, RI
  4. LPL Financial LLC
    Jul 2018 – no end date reportedCranston, RI
  5. Integrated Wealth Concepts LLC
    May 2018 – no end date reportedCranston, RI

Official records & sources

Data as of June 26, 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

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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. Michael Andrew Muto 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.

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Michael Andrew Muto (Integrated Wealth Concepts)