Andrew Simpter, financial advisor Waltham MA

Andrew Simpter

CRD Number: 4459040
Current Firm: Integrated Wealth Concepts LLC

Andrew Simpter (CRD# 4459040) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Waltham, MA Jan 2018 - Current 6
Integrated Wealth Concepts LLC Waltham, MA Jan 2018 - Current 6
Cetera Advisors LLC Denver, CO Oct 2016 - Dec 2017 1
Fixed Insurance With Various Companies Denver, CO Jul 2016 - Dec 2017 1
J. Marshall Associates Or J. Marshall Associates Insurance Servi Fall River, MA Feb 2015 - Dec 2017 2
Investors Capital Corporation Lynnfield, MA Feb 2015 - Oct 2016 1
Investors Capital Corporation Lynnfield, MA Dec 2002 - Feb 2015 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Andrew R. Simpter
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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