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ROBERT JOHN CONATY
ROBERT J CONATY
CRD#: 1441115
IA
Investment Adviser
B
Broker
INTEGRATED WEALTH CONCEPTS LLCCRD#: 284656 24 SCHOOL STREET
SUITE 503
BOSTON, MA 02108
LPL FINANCIAL LLCCRD#: 6413 24 SCHOOL ST, SUITE 503
BOSTON, MA 02108
Registration History
199019952000200520102015202020252 FIRMS2001 - 2003 (1 year)2 FIRMS2003 - 2005 (1 year)2 FIRMS2021 - Present (3 years)BCOBURN & MEREDITH, INC. (CRD# 164)2005 - 2021 (16 years)BMORGAN STANLEY DW INC. (CRD# 7556)1988 - 2001 (13 years)BCOLONIAL INVESTMENT SERVICES, INC. (CRD# 167)1986 - 1988 (1 year)IACOBURN & MEREDITH, INC. (CRD# 164)2007 - 2021 (14 years)
Disclosure(s)
View By:
5/2/2005
Employment Separation After Allegations
3/21/2003
Customer Dispute
Denied
License(s)

State Registrations

B
California 7/12/2021

B
New Jersey 7/12/2021

B
Connecticut 7/12/2021

B
New York 7/12/2021

B
Idaho 7/12/2021

B
North Carolina 9/15/2021

B
Maryland 9/14/2021

B
Pennsylvania 9/14/2021

B
Massachusetts 7/13/2021

B
Rhode Island 7/12/2021

IA
Massachusetts 7/13/2021

B
South Carolina 7/14/2021

B
Missouri 7/12/2021

B
Vermont 7/12/2021

B
Nevada 7/12/2021

B
Virginia 7/12/2021

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
INTEGRATED WEALTH CONCEPTS LLC (CRD#:284656)
24 SCHOOL STREET SUITE 503, BOSTON, MA 02108
Registered with this firm since 7/13/2021

B
LPL FINANCIAL LLC (CRD#:6413)
24 SCHOOL ST, SUITE 503, BOSTON, MA 02108
Registered with this firm since 7/12/2021

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
05/07/2007 - 07/12/2021 COBURN & MEREDITH, INC. (CRD#:164) BOSTON, MA
B
05/20/2005 - 07/12/2021 COBURN & MEREDITH, INC. (CRD#:164) BOSTON, MA
IA
07/01/2003 - 05/13/2005 WACHOVIA SECURITIES, LLC (CRD#:19616) BOSTON, MA
B
07/01/2003 - 05/13/2005 WACHOVIA SECURITIES, LLC (CRD#:19616) ST. LOUIS, MO
IA
12/03/2001 - 07/01/2003 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) CARMEL, CA
B
11/09/2001 - 07/01/2003 PRUDENTIAL SECURITIES INCORPORATED (CRD#:7471) NEW YORK, NY
B
05/18/1988 - 11/19/2001 MORGAN STANLEY DW INC. (CRD#:7556) PURCHASE, NY
B
10/13/1986 - 03/08/1988 COLONIAL INVESTMENT SERVICES, INC. (CRD#:167)
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.