Oneamerica Securities
46yrs
Top advisor by experience in Waltham
2yrs
Ryan Conant
Financial advisor at Integrated Wealth Concepts
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office200 5th Avenue Suite 4010, Waltham, MA 02451
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Jul 2026 – nowIntegrated Wealth Concepts LLCCurrent firm
- Sep 2024 – Jul 2026UBS Financial Services Inc.Previously
Questions to ask Ryan
Tailored to Ryan’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for Ryan Conant. Ryan works from the Waltham, MA office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Ryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
Integrated Wealth Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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