Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC (CRD# 284656) is a financial advisory firm headquartered in Waltham, MA. They manage $550,000,000 in 3,500 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    550
    MILLION
  • Total Number of Accounts
    3,500
    ACCOUNTS
  • Average Account Value
    $157,143
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, MA, MD, NH, NJ, PA, RI, TX, VA

Financial Advisors at Integrated Wealth Concepts LLC
Showing 1 - 10 of 140 top financial advisors.
1
Susan M. Ahern-Wiercinski
CRD#: 1075391
300 5th Ave, 3rd Floor, Waltham, MA 02451
96
Wealthminder
score

Susan Ahern-Wiercinski (CRD# 1075391) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 35 years of experience in the finance industry. Susan Ahern-Wiercinski 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.

2
Sean J. Boylan
CRD#: 1957391
300 5th Ave, 3rd Floor, Waltham, MA 02451
96
Wealthminder
score

Sean Boylan (CRD# 1957391) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 28 years of experience in the finance industry. Sean Boylan 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.

3
Mark D. Cavasino
CRD#: 2241287
115 Glastonbury Blvd, Glastonbury, CT 06033
96
Wealthminder
score

Mark Cavasino (CRD# 2241287) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 26 years of experience in the finance industry. Mark Cavasino 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.

4
Judith F. Chimenti
CRD#: 729565
8 Boutilier Lane, North Hampton, NH 03862
96
Wealthminder
score

Judith Chimenti (CRD# 729565) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in North Hampton, NH and has over 36 years of experience in the finance industry.

5
Michael S. Farmer
CRD#: 4187890
100 North Pkwy, Suite 201, Worcester, MA 01605
96
Wealthminder
score

Michael Farmer (CRD# 4187890) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 17 years of experience in the finance industry. Michael Farmer 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.

6
Peter A. Gaines
CRD#: 710248
300 5th Ave, 3rd Floor, Waltham, MA 02451
96
Wealthminder
score

Peter Gaines (CRD# 710248) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 37 years of experience in the finance industry.

7
John H. Harrington
CRD#: 2495884
44 Old Ridgebury Road, Suite P-140, Danbury, CT 06810
96
Wealthminder
score

John Harrington (CRD# 2495884) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Danbury, CT and has over 23 years of experience in the finance industry. John Harrington 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.

8
R. Jason Horwitz
CRD#: 4288050
1000 Plain Street, Suite 1b, Marshfield, MA 02050
96
Wealthminder
score

R. Jason Horwitz (CRD# 4288050) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Marshfield, MA and has over 14 years of experience in the finance industry. R. Jason Horwitz 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.

9
Frederick W. Jackson
CRD#: 2545657
300 Ledgewood Place 1st Floor, Rockland, MA 02370
96
Wealthminder
score

Frederick Jackson (CRD# 2545657) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 10 years of experience in the finance industry.

10
Andrew W. Kern
CRD#: 4951988
4813 Jonestown Rd, Ste 204, Harrisburg, PA 17109
96
Wealthminder
score

Andrew Kern (CRD# 4951988) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Harrisburg, PA and has over 12 years of experience in the finance industry.

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