Edward Gay, financial advisor Worcester MA

Edward Gay

CRD Number: 5305310
Current Firm: Integrated Wealth Concepts LLC

Edward Gay (CRD# 5305310) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Worcester, MA Jul 2017 - Current 4
Integrated Wealth Concepts LLC Worcester, MA Jul 2017 - Current 4
Mml Investors Services, LLC Worcester, MA Mar 2017 - Jul 2017 < 1
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Jul 2017 1
Msi Financial Servoces Worcester, MA Jul 2016 - Mar 2017 < 1
Metlife Securities Inc. Worcester, MA Jan 2015 - Jul 2016 1
New England Securities Boston, MA Apr 2014 - Jan 2015 < 1
Mml Investors Services, LLC Boston, MA Jan 2013 - May 2014 1
Massmutual Life Insurance Company Boston, MA Nov 2012 - May 2014 1
Guardian Investor Services LLC Seattle, WA Mar 2007 - Oct 2012 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
S65 NASAA Investment Advisors Law Examination Jun 2017
Contact Info for Edward J. Gay
Phone Number: (781) 890-3045
Firm Website: https://mohrgroup.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    5,005
    MILLIONS
  • Total Number of Accounts
    19,831
    ACCOUNTS
  • Average Account Value
    $252,386
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

AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, ME, NH, NJ, NV, NY, OR, PA, RI, SC, TX, VA, WA, WY

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