Bradley Stewart, financial advisor Waltham MA

Bradley Stewart

CRD Number: 6320794
Current Firm: Integrated Wealth Concepts LLC

Bradley Stewart (CRD# 6320794) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Waltham, MA Oct 2016 - Current 7
Integrated Wealth Concepts LLC Waltham, MA Oct 2016 - Current 7
Lincoln Financial Advisors Waltham, MA May 2014 - Sep 2016 2
Champagne Logistics Franklin, MA Oct 2013 - May 2014 < 1
Abx Logistics Chelsea, MA Jul 2007 - May 2014 6
Eagle Global Logistics Boston, MA Mar 2004 - May 2014 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Bradley W. Stewart
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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