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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

ROBERT JOHN CONATY

Advisor at INTEGRATED WEALTH CONCEPTS LLC

BOSTON, MA

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Search this name across graphsid dfx:ria:f6f8210b-49f1-e747-3cfb-9a165c8e4e61

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 3, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INTEGRATED WEALTH CONCEPTS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 21, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jun 21, 1988
First registration: Dec 3, 2001
Dual registered: yes, broker-dealer
Other names: ROBERT J CONATY
IAPD individual key: 1441115

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INTEGRATED WEALTH CONCEPTS LLC	Independent wealth	Jul 13, 2021	n/a	yes	BOSTON, MA	Current employment
COBURN & MEREDITH, INC.	Former SEC adviser	May 7, 2007	Jul 12, 2021	no	SIMSBURY, CT\|BOSTON, MA\|BOSTON, MA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	May 13, 2005	no	BOSTON, MA	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Dec 3, 2001	Jul 1, 2003	no	CARMEL, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COBURN & MEREDITH, INC.	INTEGRATED WEALTH CONCEPTS LLC	Jul 12, 2021	Jul 13, 2021	1	Firm change	RIA to RIA
WELLS FARGO ADVISORS	COBURN & MEREDITH, INC.	May 13, 2005	May 7, 2007	724	Firm change after gap	Other
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Relationships

Registered with (4)

→ INTEGRATED WEALTH CONCEPTS LLCRegistered adviserregistration: current employment
Jul 13, 2021 to presentfactForm ADV
→ COBURN & MEREDITH, INC.Registered adviserregistration: previous registration
May 7, 2007 to Jul 12, 2021factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to May 13, 2005factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Dec 3, 2001 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.