Adam M. Rivett

INTEGRATED INVESTMENT CONSULTANTS

Bloomfield Hills, MI 48304

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CRD#: 6343383

Professional summary

Adam Matthew Rivett, AIF®, who also goes by Adam M Rivett, is a registered financial advisor currently at INTEGRATED INVESTMENT CONSULTANTS, LLC located in Bloomfield Hills, Michigan.

Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Adam has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Adam M Rivett

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.

Owner of Etsy online sales of wood working. Creating and selling wood working projects; tables, wall art, shutters.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Matthew Rivett'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

January 10, 2024 - Present

INTEGRATED INVESTMENT CONSULTANTS, LLC

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

RIA

CRD#: 175299

Bloomfield Hills, MI

Past

June 7, 2019 - January 4, 2024

ONEDIGITAL

RIA

CRD#: 106766

AUBURN HILLS, MI

Past

August 27, 2016 - May 9, 2019

EMPOWER FINANCIAL SERVICES, INC.

CRD#: 13109

GREENWOOD VILLAGE, CO

Past

July 1, 2014 - August 22, 2016

AMERICAN FIDELITY SECURITIES, INC.

CRD#: 11852

OKLAHOMA CITY, OK

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
(1/10/2024)

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: 6/7/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/11/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/1/2014

Investment Company Products/Variable Contracts 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

Adam M. Rivett

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Matthew Rivett's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONEDIGITAL

EMPOWER FINANCIAL SERVICES, INC.

AMERICAN FIDELITY SECURITIES, INC.

Primary Firm SEC Registration

INTEGRATED INVESTMENT CONSULTANTS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/7/2019

Series 63

Date: 7/11/2014

SIE

Date: 10/1/2018

Series 6

Date: 7/1/2014

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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