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).

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
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 21 - 30 of 327 top financial advisors.
21
Sean J. Boylan
CRD#: 1957391
200 5th Ave, Suite 4010, Waltham, MA 02451

Sean Boylan (CRD# 1957391) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 34 years of experience in the finance industry.

22
Douglas F. Bradley
CRD#: 2850255
La Jolla, CA

Douglas Bradley (CRD# 2850255) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in La Jolla, CA and has over 26 years of experience in the finance industry.

23
Claudia S. Bressman
CRD#: 4614232
4851 Tamiami Trail North, Suite 200, Naples, FL 34103

Claudia Bressman (CRD# 4614232) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Naples, FL and has over 21 years of experience in the finance industry.

24
Eric K. Bressman
CRD#: 4742130
4851 Tamiami Trail North, Suite 200, Naples, FL 34103

Eric Bressman (CRD# 4742130) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Naples, FL and has over 20 years of experience in the finance industry.

25
Dustin J. Briquelet
CRD#: 2340309
San Diego, CA

Dustin Briquelet (CRD# 2340309) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in San Diego, CA and has over 30 years of experience in the finance industry.

26
Robert A. Brown
CRD#: 6082866
200 5th Avenue, 4th Floor, Waltham, MA 02451

Robert Brown (CRD# 6082866) 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.

27
Christian D. Bryant
CRD#: 6692267
3101 Frederick Avenue, Saint Joseph, MO 64506

Christian Bryant (CRD# 6692267) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Saint Joseph, MO and has over 7 years of experience in the finance industry.

28
Michael S. Budd
CRD#: 811726
Costa Mesa, CA

Michael Budd (CRD# 811726) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Costa Mesa, CA and has over 38 years of experience in the finance industry.

29
Sean L. Burke
CRD#: 6133974
300 Ledgewood Place, Suite 100, Rockland, MA 02370

Sean Burke (CRD# 6133974) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rockland, MA and has over 11 years of experience in the finance industry.

30
David A. Camilleri
CRD#: 2829307
42714 Woodward Avenue, Bloomfield Hills, MI 48304

David Camilleri (CRD# 2829307) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Bloomfield Hills, MI and has over 27 years of experience in the finance industry.

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