Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC (CRD# 284656) is a financial advisory firm headquartered in Waltham, MA. They manage $12,394,481,000 in 44,485 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
200 5th Avenue, 4th Floor, Waltham, MA 02451
https://www.facebook.com/wealthpreservationllc
By the Numbers
  • Total Assets Under Management
    12,394
    MILLION
  • Total Number of Accounts
    44,485
    ACCOUNTS
  • Average Account Value
    $278,622
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Integrated Wealth Concepts LLC
Showing 61 - 70 of 330 top financial advisors.
61
Claudia Exner, financial advisor Tampa FL
Claudia Exner
CRD#: 5417119
100 South Ashley Dr., Suite 600, Tampa, FL 33602

Claudia Exner (CRD# 5417119) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Tampa, FL and has over 15 years of experience in the finance industry.

62
John. Exner, financial advisor Alexandria VA
John. W. Exner
CRD#: 4706319
5680 King Centre Drive, Suite 600, Alexandria, VA 22315

John. Exner (CRD# 4706319) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Alexandria, VA and has over 20 years of experience in the finance industry.

63
Stephen Faberman, financial advisor Waltham MA
Stephen H. Faberman
CRD#: 2572737
200 5th Ave, Suite 4010, Waltham, MA 02451

Stephen Faberman (CRD# 2572737) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 29 years of experience in the finance industry.

64
Darren Fabric, financial advisor Highland Park IL
Darren M. Fabric
CRD#: 4277557
Highland Park, IL

Darren Fabric (CRD# 4277557) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Highland Park, IL and has over 11 years of experience in the finance industry.

65
Michael Farmer, financial advisor Worcester MA
Michael S. Farmer
CRD#: 4187890
100 North Pkwy, Suite 201, Worcester, MA 01605

Michael Farmer (CRD# 4187890) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Worcester, MA and has over 23 years of experience in the finance industry.

66
Matthew Ferguson, financial advisor Gig Harbor WA
Matthew J. Ferguson
CRD#: 6570060
3312 Rosedale St. Nw, Suite 102, Gig Harbor, WA 98335

Matthew Ferguson (CRD# 6570060) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Gig Harbor, WA and has over 7 years of experience in the finance industry.

67
Sherman Fernandes, financial advisor Rome GA
Sherman J. Fernandes
CRD#: 3051248
4 Pike Street Nw, Rome, GA 30165

Sherman Fernandes (CRD# 3051248) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Rome, GA and has over 25 years of experience in the finance industry.

68
Christopher Ferretti, financial advisor Chesapeake VA
Christopher M. Ferretti
CRD#: 3111707
555 Belaire Avenue, Suite 140, Chesapeake, VA 23320

Christopher Ferretti (CRD# 3111707) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Chesapeake, VA and has over 25 years of experience in the finance industry.

69
Albert Filosa, financial advisor Waltham MA
Albert G. Filosa
CRD#: 2732718
200 5th Ave, Suite 4010, Waltham, MA 02451

Albert Filosa (CRD# 2732718) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Waltham, MA and has over 27 years of experience in the finance industry.

70
Sean Flaherty, financial advisor Boston MA
Sean F. Flaherty
CRD#: 1453378
24 School Street, Suite 503, Boston, MA 02108

Sean Flaherty (CRD# 1453378) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Boston, MA and has over 38 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.

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