Rajiv Dayal, financial advisor Waltham MA

Rajiv Dayal

CRD Number: 5341998
Current Firm: Integrated Wealth Concepts LLC

Rajiv Dayal (CRD# 5341998) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Waltham, MA Nov 2016 - Current 7
Integrated Wealth Concepts LLC Waltham, MA Nov 2016 - Current 7
Cohen Cohen & Company, A Professional Corporation Boston, MA Aug 1998 - Current 25
Lincoln Financial Advisors Corporation Waltham, MA May 2007 - Nov 2016 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Rajiv Dayal
Phone Number: (781) 890-3045
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    7,466
    MILLIONS
  • Total Number of Accounts
    17,089
    ACCOUNTS
  • Average Account Value
    $436,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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