WP
William J. Piccerelli
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CRD#: 5019034
WP
William Joseph Carl Piccerelli
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William Joseph Carl Piccerelli was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 2006. William had worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
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. 01/20/2017 - PICCERELLI, GILSTEIN AND COMPANY, LLP/ CPA AFFILIATE PROGRAM/ 99%/ PROVIDENCE, RI
2. 01/20/2017 - CHRISTIAN WESTLAKE TRUST/ ACT IN A FIDUCIARY CAPACITY/ 1%/ BARRINGTON, RI
3. 01/20/2017 - WEYBOSSET ORANGE ASSOCIATES, LLC/ REAL ESTATE RENTAL/ 1%/ PROVIDENCE, RI
4. 01/20/2017 - BRADFORD J FAXON REVOCABLE TRUST/ ACT IN A FIDUCIARY CAPACITY/ 1%/ PROVIDENCE, RI
5. 01/20/2017 - ROBERT ANDREOZZI IRREVOCABLE INS TRUST/ ACT IN A FIDUCIARY CAPACITY/ 1%/ PROVIDENCE, RI
6. 01/20/2017 - BOYD ASSOCIATES/ REAL ESTATE RENTAL/ 1%/ PROVIDENCE, RI
7. 01/20/2017 - CFS PARTNERS/ REAL ESTATE RENTAL/ 1%/ PROVIDENCE, RI
8. 01/20/2017 - INTEGRATED FINANCIAL PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ WALTHAM, MA
9. 01/20/2017 - LAUDERDALE ASSOCIATES, LLC/ REAL ESTATE RENTAL/ 1%/ PROVIDENCE, RI
10. 01/20/2017 - DOROTHEA R FAXON REVOCABLE TRUST/ ACT IN A FIDUCIARY CAPACITY/ 1%/ PROVIDENCE, RI
11. 01/20/2017 - PRINCE'S HILL REALTY LLC/ REAL ESTATE RENTAL/ 1%/ PROVIDENCE, RI
12. 01/20/2017 - YVONNE DRESSLER TRUST/ ACT IN A FIDUCIARY CAPACITY/ 1%/ PROVIDENCE, RI
13. 9/1/2017 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - CPA Partner - 10 Hours Per Month.
14. 9/1/2017 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - CPA Partner - 10 Hours Per Month - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 01/2017. I expect to spend approximately 10 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
15. 1/1/2020 - COMMUNITY SCHOLARSHIP FUND OF BARRINGTON, INC. / NON-PROFIT BOARD MEMBER / 1% / PROVIDENCE, RI
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
February 20, 2017 - December 22, 2023
INTEGRATED WEALTH CONCEPTS LLC
RIA
CRD#: 284656
Providence, RI
Past
January 20, 2017 - March 15, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
WALTHAM, MA
Past
January 2, 2009 - February 7, 2017
OSAIC FA, INC.
RIA
CRD#: 3978
PROVIDENCE, RI
Past
February 6, 2007 - December 31, 2008
PICCERELLI GILSTEIN WEALTH SERVICES, LLC
RIA
CRD#: 136715
PROVIDENCE, RI
Past
January 11, 2006 - May 10, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
January 11, 2006 - February 7, 2017
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
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 WEALTH CONCEPTS LLC
ABSAROKA WEALTH MANAGEMENT | WRIGHT FORD YOUNG & CO WEALTH MANAGEMENT | WINDES WEALTH MANAGEMENT | WFY WEALTH MANAGEMENT | WELBORN FINANCIAL | WEISSMAN ADVISORY GROUP | WEALTHCARE MANAGEMENT SERVICES, LLC | WEALTHBRIDGE ADVISORS | WEALTH PRESERVATION LLC | WEALTH MANAGEMENT OF WILLIAMSBURG | WAGNER RESOURCE GROUP | VISION PRIVATE WEALTH | VANTEDGE WEALTH MANAGEMENT | VANTEDGE CAPITAL MANAGEMENT | VANTAGE WEALTH MANAGEMENT | TRAILHEAD FINANCIAL, LLC | TRAILHEAD FINANCIAL | TOTEMIC WEALTH & PLANNING | TOTAL FINANCIAL PICTURE? WEALTH STRATEGIES | TILL ADVISORY AND CAPITAL MANAGEMENT LLC | THREE CORDS WEALTH MANAGEMENT | THOMPSON WEALTH MANAGEMENT | THE VEDDER GROUP, LLC | THE SALKINS GROUP | THE RESERVE INVESTMENTS | THE MURTAGH GROUP | TDA WEALTH MANAGEMENT | TCG FINANCIAL | TAYLOR & COMPANY WEALTH MANAGEMENT | TATRA WEALTH MANAGEMENT | TANKEL ROSENBERG WEALTH MANAGEMENT | SWICK WEALTH MANAGEMENT | SULLIVAN FINANCIAL SERVICES | STRONG VALLEY WEALTH & PENSION | STERLING GLOBAL STRATEGIES | SKYCITY ADVISORS | SKYCITY | SJF INVESTMENT MANAGEMENT | SIGIL FAMILY OFFICE | SEVEN HILLS WEALTH PLANNING | ROBERTS FINANCIAL SERVICES | RHYTHM FINANCIAL GROUP | RETIREMENTDNA | RETIREMENT DNA | RDNA WEALTH | RDNA | QUESTMONT VIRTUAL FAMILY OFFICE | PROUT FINANCIAL DESIGN | PROACTIVE RETIREMENT SOLUTIONS | PRISM FINANCIAL STRATEGIES LLC | PRECISION FINANCIAL STRATEGIES | PLEASANT STREET WEALTH ADVISORS | PISCES WEALTH | PHRONESIS WEALTH MANAGEMENT | PHOENIX WEALTH STRATEGIES | PERENNIAL WEALTH PARTNERS | PEARSON WEALTH MANAGEMENT | PEARSON ADVISORY SERVICES | PATHWISE FINANCIAL GROUP | OVISTO WEALTH MANAGEMENT | ONPOINT WEALTH | ONE VISION RETIREMENT | OLYMPIC FAMILY OFFICE | NOLD BYRANT PLANNING & INVESTMENTS | MORRISON NORDMANN WEALTH MANAGEMENT | MOHR FINANCIAL GROUP | MFG WEALTH STRATEGIES | MARTHA PAYNE, FINANCIAL PLANNER | MARKET SQUARE ADVISORS | MARKET PULSE WEALTH MANAGEMENT | MALLAMACCI & PERRY WEALTH MANAGEMENT | M3 WEALTH ADVISORS | M DONOVAN FINANCIAL | LAUREL WEALTH MANAGEMENT | LAUREL WEALTH ADVISORS | LAKE AVENUE FINANCIAL, LLC | KSDT WEALTH MANAGEMENT, LLC | KONVEX WEALTH | KONVERGENT WEALTH PARTNERS | KONVERGENT | JUNCTURE WEALTH STRATEGIES | JMB FINANCIAL SERVICES GROUP, LLC | JACKEY ROBINSON GROUP | IVERNIA CAPITAL | INVESTOR GROUP HI | INVESTED CONSULTING | INTEGRATED WEALTH PLANNING | INTEGRATED WEALTH CONCEPTS LLC | INTEGRATED PRIVATE WEALTH | INTEGRATED PENSION SERVICES | INTEGRATED PENSION ADVISORY, LLC | INTEGRATED PARTNERS | INTEGRATED FINANCIAL PARTNERS | INTEGRATED FINANCIAL INSURANCE SOLUTIONS | INTEGRATED FAMILY OFFICE | INTEGRATED CPA ALLIANCE | INTEGRATED BUSINESS OWNERS SOLUTION | INTEGRATED BUSINESS ALLIANCE | IFP ADVISORY SERVICES | HRT WEALTH ADVISORS | HORVATH PLANNING & WEALTH MANAGEMENT | HORVATH INSURANCE PLANNING SERVICES | HILLSIDE WEALTH | HEYER WEALTH MANAGEMENT | HERMES WEALTH STRATEGIES | HECHTMAN GROUP WEALTH MANAGEMENT | HAUG WEALTH MANAGEMENT | HARBOR STRATEGIES GROUP | GUINAN WEALTH MANAGEMENT | GUARNIERI WEALTH MANAGEMENT | GRAYT EXPECTATIONS FINANCIAL PLANNING | GOTTLIEB WEALTH MANAGEMENT | GORMAN CAPITAL STRATEGIES | GLIDE PATH FINANCIAL OF NJ, LLC | GENERATION CAPITAL ADVISORS | GC WEALTH ADVISORS | FRONT RANGE WEALTH MANAGEMENT | FRANKLIN FINANCIAL PARTNERS, LLC | FOUR C FINANCIAL | FORTITUDE WEALTH ADVISORY | FLASH TAX | FINANCIAL STRATEGIES GROUP | FERNANDES & CHAREST WEALTH MANAGEMENT | FARMER FINANCIAL | FAIR STREET ADVISORS | ELLIS WEALTH MANAGEMENT | DK WEALTH MANAGEMENT LLC | DK WEALTH MANAGEMENT | DK FAMILY OFFICE | D'AMBROSIO FINANCIAL ADVISORY, LLC | CROWN BAY WEALTH | CREIDIM WEALTH PARTNERS | COREY WEALTH PARTNERS | CONCERT RETIREMENT PLAN CONSULTING | COFI ADVISORS, LLC | COBURN FINANCIAL | CITY SQUARE WEALTH MANAGEMENT | CAPITAL STEWARDSHIP GROUP | BXB | BUSINESS OWNER SOLUTIONS | BURKE & ASSOCIATES FINANCIAL SERVICES | BRICK BY BRICK WEALTH ADVISORS | BLUE DIAMOND ADVISORS | BA FINANCIAL | AVANT WEALTH ADVISORS | ASSET CLASS MANAGEMENT INC | ARROYO WEALTH MANAGEMENT | ALKON FINANCIAL SERVICES | ALDRICH WEALTH MANAGEMENT | ALBRITTON FINANCIAL SERVICES | ACMI | ACACIA FINANCIAL STRATEGIES...
CRD#: 284656 / SEC#: 801-108179
RIA
Registered Investment Advisory firm - (7/25/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
INTEGRATED WEALTH CONCEPTS LLC
ABSAROKA WEALTH MANAGEMENT | WRIGHT FORD YOUNG & CO WEALTH MANAGEMENT | WINDES WEALTH MANAGEMENT | WFY WEALTH MANAGEMENT | WELBORN FINANCIAL | WEISSMAN ADVISORY GROUP | WEALTHCARE MANAGEMENT SERVICES, LLC | WEALTHBRIDGE ADVISORS | WEALTH PRESERVATION LLC | WEALTH MANAGEMENT OF WILLIAMSBURG | WAGNER RESOURCE GROUP | VISION PRIVATE WEALTH | VANTEDGE WEALTH MANAGEMENT | VANTEDGE CAPITAL MANAGEMENT | VANTAGE WEALTH MANAGEMENT | TRAILHEAD FINANCIAL, LLC | TRAILHEAD FINANCIAL | TOTEMIC WEALTH & PLANNING | TOTAL FINANCIAL PICTURE? WEALTH STRATEGIES | TILL ADVISORY AND CAPITAL MANAGEMENT LLC | THREE CORDS WEALTH MANAGEMENT | THOMPSON WEALTH MANAGEMENT | THE VEDDER GROUP, LLC | THE SALKINS GROUP | THE RESERVE INVESTMENTS | THE MURTAGH GROUP | TDA WEALTH MANAGEMENT | TCG FINANCIAL | TAYLOR & COMPANY WEALTH MANAGEMENT | TATRA WEALTH MANAGEMENT | TANKEL ROSENBERG WEALTH MANAGEMENT | SWICK WEALTH MANAGEMENT | SULLIVAN FINANCIAL SERVICES | STRONG VALLEY WEALTH & PENSION | STERLING GLOBAL STRATEGIES | SKYCITY ADVISORS | SKYCITY | SJF INVESTMENT MANAGEMENT | SIGIL FAMILY OFFICE | SEVEN HILLS WEALTH PLANNING | ROBERTS FINANCIAL SERVICES | RHYTHM FINANCIAL GROUP | RETIREMENTDNA | RETIREMENT DNA | RDNA WEALTH | RDNA | QUESTMONT VIRTUAL FAMILY OFFICE | PROUT FINANCIAL DESIGN | PROACTIVE RETIREMENT SOLUTIONS | PRISM FINANCIAL STRATEGIES LLC | PRECISION FINANCIAL STRATEGIES | PLEASANT STREET WEALTH ADVISORS | PISCES WEALTH | PHRONESIS WEALTH MANAGEMENT | PHOENIX WEALTH STRATEGIES | PERENNIAL WEALTH PARTNERS | PEARSON WEALTH MANAGEMENT | PEARSON ADVISORY SERVICES | PATHWISE FINANCIAL GROUP | OVISTO WEALTH MANAGEMENT | ONPOINT WEALTH | ONE VISION RETIREMENT | OLYMPIC FAMILY OFFICE | NOLD BYRANT PLANNING & INVESTMENTS | MORRISON NORDMANN WEALTH MANAGEMENT | MOHR FINANCIAL GROUP | MFG WEALTH STRATEGIES | MARTHA PAYNE, FINANCIAL PLANNER | MARKET SQUARE ADVISORS | MARKET PULSE WEALTH MANAGEMENT | MALLAMACCI & PERRY WEALTH MANAGEMENT | M3 WEALTH ADVISORS | M DONOVAN FINANCIAL | LAUREL WEALTH MANAGEMENT | LAUREL WEALTH ADVISORS | LAKE AVENUE FINANCIAL, LLC | KSDT WEALTH MANAGEMENT, LLC | KONVEX WEALTH | KONVERGENT WEALTH PARTNERS | KONVERGENT | JUNCTURE WEALTH STRATEGIES | JMB FINANCIAL SERVICES GROUP, LLC | JACKEY ROBINSON GROUP | IVERNIA CAPITAL | INVESTOR GROUP HI | INVESTED CONSULTING | INTEGRATED WEALTH PLANNING | INTEGRATED WEALTH CONCEPTS LLC | INTEGRATED PRIVATE WEALTH | INTEGRATED PENSION SERVICES | INTEGRATED PENSION ADVISORY, LLC | INTEGRATED PARTNERS | INTEGRATED FINANCIAL PARTNERS | INTEGRATED FINANCIAL INSURANCE SOLUTIONS | INTEGRATED FAMILY OFFICE | INTEGRATED CPA ALLIANCE | INTEGRATED BUSINESS OWNERS SOLUTION | INTEGRATED BUSINESS ALLIANCE | IFP ADVISORY SERVICES | HRT WEALTH ADVISORS | HORVATH PLANNING & WEALTH MANAGEMENT | HORVATH INSURANCE PLANNING SERVICES | HILLSIDE WEALTH | HEYER WEALTH MANAGEMENT | HERMES WEALTH STRATEGIES | HECHTMAN GROUP WEALTH MANAGEMENT | HAUG WEALTH MANAGEMENT | HARBOR STRATEGIES GROUP | GUINAN WEALTH MANAGEMENT | GUARNIERI WEALTH MANAGEMENT | GRAYT EXPECTATIONS FINANCIAL PLANNING | GOTTLIEB WEALTH MANAGEMENT | GORMAN CAPITAL STRATEGIES | GLIDE PATH FINANCIAL OF NJ, LLC | GENERATION CAPITAL ADVISORS | GC WEALTH ADVISORS | FRONT RANGE WEALTH MANAGEMENT | FRANKLIN FINANCIAL PARTNERS, LLC | FOUR C FINANCIAL | FORTITUDE WEALTH ADVISORY | FLASH TAX | FINANCIAL STRATEGIES GROUP | FERNANDES & CHAREST WEALTH MANAGEMENT | FARMER FINANCIAL | FAIR STREET ADVISORS | ELLIS WEALTH MANAGEMENT | DK WEALTH MANAGEMENT LLC | DK WEALTH MANAGEMENT | DK FAMILY OFFICE | D'AMBROSIO FINANCIAL ADVISORY, LLC | CROWN BAY WEALTH | CREIDIM WEALTH PARTNERS | COREY WEALTH PARTNERS | CONCERT RETIREMENT PLAN CONSULTING | COFI ADVISORS, LLC | COBURN FINANCIAL | CITY SQUARE WEALTH MANAGEMENT | CAPITAL STEWARDSHIP GROUP | BXB | BUSINESS OWNER SOLUTIONS | BURKE & ASSOCIATES FINANCIAL SERVICES | BRICK BY BRICK WEALTH ADVISORS | BLUE DIAMOND ADVISORS | BA FINANCIAL | AVANT WEALTH ADVISORS | ASSET CLASS MANAGEMENT INC | ARROYO WEALTH MANAGEMENT | ALKON FINANCIAL SERVICES | ALDRICH WEALTH MANAGEMENT | ALBRITTON FINANCIAL SERVICES | ACMI | ACACIA FINANCIAL STRATEGIES...
CRD#: 284656 / SEC#: 801-108179
RIA
Registered Investment Advisory firm - (7/25/2016 Approved)Loading...
Contact information
Main Address
200 5th Avenue 4th Floor, Waltham, MA 02451
Mailing Address
Phone number
(781) 890-3045
Established
Firm type
Fiscal year end
# of Employees
493
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 65,563 |
| AUM (Assets Under Management) | $ 23,576,950,000 |
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.
