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Chad DiLisio
Chad Phillip Andrew DiLisio
CRD#: 7149048
IA
Investment Adviser
B
Broker
INTEGRATED WEALTH CONCEPTS LLCCRD#: 284656 200 5TH AVE
SUITE 4010
WALTHAM, MA 02451
LPL FINANCIAL LLCCRD#: 6413 SWAMPSCOTT, MA
Registration History
20202021202220232024202520262 FIRMS2020 - 2020 (<1 year)2 FIRMS2021 - Present (3 years)
License(s)

State Registrations

B
Connecticut 10/13/2022

B
Michigan 2/24/2023

B
Florida 12/9/2022

B
New Hampshire 10/13/2022

B
Massachusetts 5/3/2021

B
South Carolina 10/18/2023

IA
Massachusetts 5/13/2021

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)
200 5TH AVE SUITE 4010, WALTHAM, MA 02451
29 CRAFTS STREET SUITE 510, NEWTON, MA 02458
Registered with this firm since 5/13/2021

B
LPL FINANCIAL LLC (CRD#:6413)
SWAMPSCOTT, MA
Registered with this firm since 5/3/2021

Previous Registration(s)
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IA
02/03/2020 - 12/07/2020 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) LINCOLN, RI
B
01/03/2020 - 12/07/2020 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) LINCOLN, RI
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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.