Stephen Carrigg (CRD# 5927305) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 7 years of experience in the finance industry. Stephen Carrigg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Wealth Concepts. LLC | Waltham, MA | Jan 2021 - Current | 3 |
| Liquid Capital Inc. | Norwell, MA | Jan 2018 - Jan 2021 | 3 |
| Commonwealth Financial Network | Waltham, MA | Dec 2017 - Jan 2021 | 3 |
| Fidelity Investments | Smithfield, RI | Nov 2015 - Jan 2018 | 2 |
| Unemployment | Sharon, MA | May 2015 - Nov 2015 | < 1 |
| Ameriprise Financial | Wellesley, MA | Jun 2011 - May 2015 | 3 |
| Bryant University | Smithfield, RI | Sep 2010 - Dec 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- MA
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Total Assets Under Management12,394MILLIONS
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Total Number of Accounts44,485ACCOUNTS
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Average Account Value$278,622
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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