Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC (CRD# 284656) is a financial advisory firm headquartered in Waltham, MA. They manage $7,465,967,800 in 17,089 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
200 5th Avenue, 4th Floor, Waltham, MA 02451
https://www.linkedin.com/in/stephenjoyner
By the Numbers
  • Total Assets Under Management
    7,466
    MILLION
  • 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
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.

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

Financial Advisors at Integrated Wealth Concepts LLC
Showing 1 - 10 of 295 top financial advisors.
1
Michael Aaronson, financial advisor Cranston RI
Michael D. Aaronson
CRD#: 4318531
1000 Chapel View Blvd., Suite#200, Cranston, RI 02920

Michael Aaronson (CRD# 4318531) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 23 years of experience in the finance industry.

2
Danya Abrams, financial advisor Waltham MA
Danya Abrams
CRD#: 6371217
200 5th Ave, Suite 4010, Waltham, MA 02451

Danya Abrams (CRD# 6371217) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has 1 year of experience in the finance industry.

3
Andrew Adil, financial advisor South Windsor CT
Andrew S. Adil
CRD#: 2093525
1340 Sullivan Avenue, South Windsor, CT 06074

Andrew Adil (CRD# 2093525) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in South Windsor, CT and has over 19 years of experience in the finance industry.

4
Susan Ahern-Wiercinski, financial advisor Waltham MA
Susan M. Ahern-Wiercinski
CRD#: 1075391
200 5th Ave, Suite 4010, Waltham, MA 02451

Susan Ahern-Wiercinski (CRD# 1075391) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 40 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.

5
Christopher Aldrich, financial advisor Waterford CT
Christopher P. Aldrich
CRD#: 6439918
567 Vauxhall Street Extension, Suite 323, Waterford, CT 06385

Christopher Aldrich (CRD# 6439918) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waterford, CT and has over 8 years of experience in the finance industry.

6
Leslie Archambault, financial advisor Glastonbury CT
Leslie E. Archambault
CRD#: 2864622
153 Birch Mountain Rd, Glastonbury, CT 06033

Leslie Archambault (CRD# 2864622) 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.

7
Terrance Arges, financial advisor Solana Beach CA
Terrance W. Arges
CRD#: 5494713
990 Highland Drive, Suite 205, Solana Beach, CA 92075

Terrance Arges (CRD# 5494713) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Solana Beach, CA and has over 15 years of experience in the finance industry.

8
Jeffrey Armstrong, financial advisor Fairfax VA
Jeffrey M. Armstrong
CRD#: 2808264
4000 Legato Rd, Suite 410, Fairfax, VA 22033

Jeffrey Armstrong (CRD# 2808264) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Fairfax, VA and has over 21 years of experience in the finance industry.

9
Arthur Arsenault, financial advisor Waltham MA
Arthur T. Arsenault
CRD#: 6571526
200 5th Ave, Suite 4010, Waltham, MA 02451

Arthur Arsenault (CRD# 6571526) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 6 years of experience in the finance industry.

10
Robert Barger, financial advisor Cherry Hill NJ
Robert A. Barger
CRD#: 6877360
1415 E Marlton Pike, Suite 300, Cherry Hill, NJ 08034

Robert Barger (CRD# 6877360) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cherry Hill, NJ and has over 5 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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