Matthew J. Croissant

INTEGRATED INVESTMENT CONSULTANTS

Bloomfield Hills, MI 48304

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CRD#: 3247611

Professional summary

Matthew Joseph Croissant, who also goes by Matthew J Croissant, is a registered financial advisor currently at INTEGRATED INVESTMENT CONSULTANTS, LLC located in Bloomfield Hills, Michigan.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew J Croissant

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.

TRUSTEE; INVESTMENT RELATED; PARENTS TRUST

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Croissant'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 26, 2015 - Present

INTEGRATED INVESTMENT CONSULTANTS, LLC

Office #1: 40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304

RIA

CRD#: 175299

Bloomfield Hills, MI

Past

April 24, 2006 - May 27, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BIRMINGHAM, MI

Past

July 1, 2003 - May 27, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BIRMINGHAM, MI

Past

August 29, 2001 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

August 14, 1999 - August 28, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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 INVESTMENT CONSULTANTS, LLC

INTEGRATED | INTEGRATED INVESTMENT CONSULTANTS, LLC | INTEGRATED FIDUCIARY ADVISORY SERVICES | INTEGRATED FAS

CRD#: 175299 / SEC#: 801-96228

RIA

Registered Investment Advisory firm - (5/11/2015 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

Michigan
(5/26/2015)

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 66

Date: 10/7/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/27/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/11/1999

General Securities Representative Examination

Current Firm

INTEGRATED INVESTMENT CONSULTANTS, LLC

INTEGRATED | INTEGRATED INVESTMENT CONSULTANTS, LLC | INTEGRATED FIDUCIARY ADVISORY SERVICES | INTEGRATED FAS

CRD#: 175299 / SEC#: 801-96228

RIA

Registered Investment Advisory firm - (5/11/2015 Approved)

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Contact information

Main Address

40950 Woodward Ave., Suite 350, Bloomfield Hills, MI 48304

Mailing Address

Phone number

(866) 433-3581

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INTEGRATED BROCHURE 2025 (10/10/2025)

Regulatory assets under management

Total Number of Accounts	933
AUM (Assets Under Management)	$ 773,184,329

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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Advisor Monitoring

Firm Stability Insights

Matthew J. Croissant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Joseph Croissant's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

INTEGRATED INVESTMENT CONSULTANTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/7/1999

SIE

Date: 5/27/2015

Series 7

Date: 8/11/1999

Current Firm

INTEGRATED INVESTMENT CONSULTANTS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTEGRATED INVESTMENT CONSULTANTS, LLC

TRUST BUT VERIFY

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