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).
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Total Assets Under Management7,466MILLION
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Total Number of Accounts17,089ACCOUNTS
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Average Account Value$436,887
- 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)
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
Brad Capland (CRD# 4027121) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Concord, MA and has over 22 years of experience in the finance industry.
Timothy Carlson (CRD# 6231103) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 9 years of experience in the finance industry.
Stephen Carrigg (CRD# 5927305) 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. 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.
Darla Carter (CRD# 4428928) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Louisville, KY and has over 20 years of experience in the finance industry.
John Cataldo (CRD# 5707721) 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.
Christopher Cavallaro (CRD# 2125009) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Lighthouse Point, FL and has over 32 years of experience in the finance industry.
Mark Cavasino (CRD# 2241287) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 31 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.
Andrea Chillak (CRD# 1359183) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Encinitas, CA and has over 38 years of experience in the finance industry.
Judith Chimenti (CRD# 729565) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in North Hampton, NH and has over 42 years of experience in the finance industry.
Felix Cincotta (CRD# 4309941) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 18 years of experience in the finance industry.