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 31 - 40 of 327 top financial advisors.
31
Brad M. Capland
CRD#: 4027121
2250 Main Street, Suite 3, Concord, MA 01742

Brad Capland (CRD# 4027121) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Concord, MA and has over 23 years of experience in the finance industry.

32
Timothy M. Carlson
CRD#: 6231103
100 North Pkwy, Suite# 201, Worcester, MA 01605

Timothy Carlson (CRD# 6231103) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 10 years of experience in the finance industry.

33
Stephen J. Carrigg
CRD#: 5927305
200 5th Ave, Suite 4010, Waltham, MA 02451

Stephen Carrigg (CRD# 5927305) 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.

34
Darla J. Carter
CRD#: 4428928
13000 Equity Place, Suite 107, Louisville, KY 40223

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.

35
Christopher C. Cavallaro
CRD#: 2125009
Lighthouse Point, FL

Christopher Cavallaro (CRD# 2125009) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Lighthouse Point, FL and has over 33 years of experience in the finance industry.

36
Mark D. Cavasino
CRD#: 2241287
115 Glastonbury Blvd, Glastonbury, CT 06033

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.

37
Andrea Chillak
CRD#: 1359183
Encinitas, CA

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.

38
Judith F. Chimenti
CRD#: 729565
8 Boutilier Lane, North Hampton, NH 03862

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.

39
Felix G. Cincotta
CRD#: 4309941
200 5th Ave, Suite 4010, Waltham, MA 02451

Felix Cincotta (CRD# 4309941) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 19 years of experience in the finance industry.

40
Maria Coclin
CRD#: 5670070
58 Bakewell Court, Cranston, RI 02921

Maria Coclin (CRD# 5670070) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Cranston, RI and has over 14 years of experience in the finance industry.

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