Michael A. Paciotti

INTEGRATED CAPITAL MANAGEMENT

Jessup, PA 18434

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CRD#: 2731688

Professional summary

Michael Anthony Paciotti is a registered financial advisor currently at INTEGRATED CAPITAL MANAGEMENT, INC. located in Jessup, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Michael has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) INVESTMENT ADVISORY SERVICES OFFERED THROUGH INTEGRATED CAPITAL MANAGEMENT, INC (ICM) (AN SEC-REGISTERED INVESTMENT ADVISER) AS AN INVESTMENT ADVISER REPRESENTATIVE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Paciotti's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 1, 2009 - Present

INTEGRATED CAPITAL MANAGEMENT, INC.

Office #1: The Tekridge Center 50 Alberigi Drive, Suite 114, Jessup, PA 18434

RIA

CRD#: 149489

Jessup, PA

Past

April 30, 2009 - March 15, 2013

FSC SECURITIES CORPORATION

CRD#: 7461

SCRANTON, PA

Past

June 15, 2007 - March 31, 2009

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

BETHLEHEM, PA

Past

January 11, 2005 - March 31, 2009

PARK AVENUE SECURITIES LLC

CRD#: 46173

BETHLEHEM, PA

Past

July 25, 2001 - September 14, 2004

HIRTLE, CALLAGHAN & CO., LLC

RIA

CRD#: 105403

WEST CONSHOHOCKEN, PA

Past

April 13, 1999 - May 16, 2001

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

May 22, 1996 - May 9, 1997

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INTEGRATED CAPITAL MANAGEMENT, INC.

CRD#: 149489 / SEC#: 801-70055

RIA

Registered Investment Advisory firm - (4/14/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(5/1/2009)

IAR

Virginia
(5/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/6/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/6/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/10/2005

General Securities Representative Examination

Current Firm

INTEGRATED CAPITAL MANAGEMENT, INC.

CRD#: 149489 / SEC#: 801-70055

RIA

Registered Investment Advisory firm - (4/14/2009 Approved)

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Contact information

Main Address

The Tekridge Center 50 Alberigi Drive, Suite 114, Jessup, PA 18434

Mailing Address

Phone number

(570) 344-0100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRATED CAPITAL APPENDIX 1 WRAP FEE BROCHURE (2/20/2025)

INTEGRATED CAPITAL MANAGEMENT, INC. PART 2A DISCLOSURE BROCHURE (2/20/2025)

Regulatory assets under management

Total Number of Accounts	1,025
AUM (Assets Under Management)	$ 212,324,332

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael A. Paciotti

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Anthony Paciotti's CRS (Customer Relationship Summary).

Certified licenses

Experience

FSC SECURITIES CORPORATION

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

HIRTLE, CALLAGHAN & CO., LLC

VANGUARD MARKETING CORPORATION

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

INTEGRATED CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/1996

Series 63

Date: 6/6/1996

Series 7

Date: 1/10/2005

Current Firm

INTEGRATED CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRATED CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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