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Stephen Kolano

Integrated Wealth Concepts LLC

Waltham, MA

CRD 3258184

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Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-06-21
  • MA RA
    APPROVED
    Since 2022-06-21

Branch Locations

200 5Th Avenue Suite 4010, Waltham, MA 02451 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bny Mellon Boston MA 08/2002 05/2022
Integrated Wealth Concepts, Lllc Waltham MA 06/2022 Present
  • 08/2002 → 05/2022
    Bny Mellon
    Boston, MA
  • 06/2022 → Present
    Integrated Wealth Concepts, Lllc
    Waltham, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-09-15
  • S63 Uniform Securities Agent State Law Examination
    2000-09-15
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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PROSPECT HILL GROWTH PARTNERS, L.P.
BALLENTINE PARTNERS

Nearby Investors

Randall Krail Schaible
TIMOTHY ROBERT BROWN
BRIAN W BURKE

Nearby Offices

MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA

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