Ryan Conant
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.
Ryan Conant is an investment adviser representative with Integrated Wealth Concepts LLC in Waltham, MA, where they have been registered since 2026. They have worked in the securities industry since 2024 and were previously registered with UBS Financial Services Inc. 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.
Office
Advisors at this office: 15
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Massachusetts
- Broker:
4 states and territories
Florida, Massachusetts, New Hampshire, Texas
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.
- Full time educationJul 2014 – May 2020Shrewsbury, MA
- Civic Kitchen & DrinkNov 2019 – Mar 2020Westborough, MA
- BoatworxMay 2020 – Jul 2020East Falmouth, MA
- Full time educationAug 2020 – May 2024Providence, MA
- Columbia TechDec 2021 – Jan 2022Westborough, MA
- Freedom Boat ClubMay 2022 – Aug 2022East Dennis, MA
- CapexmoveOct 2022 – Dec 2022London
- Baystate FinancialMay 2023 – Aug 2023Boston, MA
- UBS Financial Services IncJul 2024 – Jun 2026Charlotte, NC
- LPL FinancialJul 2026 – no end date reportedWaltham, MA
- Integrated Wealth Concepts LLCJun 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
View full firm profileOther advisors at Integrated Wealth Concepts LLC
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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. Ryan Conant 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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