Thomas Michael Portentoso

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2003 → 09/2016
  Lincoln Financial Advisors Corp
  Hingham, MA
• 09/2016 → Present
  Lpl Financial, Llc
  Rockland, MA
• 09/2016 → Present
  Integrated Wealth Concepts Llc
  Rockland, MA

Previous Registrations

• 2004-12-13 → 2016-10-10
  Osaic Fa, Inc.
  Waltham, MA
  Hingham, MA
  Waltham, MA

Other Businesses

(1) 09/30/2016: No Business Name - Non-Variable Insurance - Investment Related - 300 Ledgwood Place, Rockalnd, MA 02370 - Start 01/05/1997 - 2 Hr/Mo; 2 Hour(s) During Securities Trading; 5% Time Spent - Disability, LTC, and traditional life insurance (2) 10/31/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - 300 ledgwood place, Rockland MA, 02370 - 90% Time Spent. (3) 11/18/2016: Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Time Spent 10% - IAR - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in September 2016. I expect to spend approximately 10% of my time on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 11/18/2016: Integrated Wealth Concepts LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Time Spent 10% - IAR. (5) 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. (6) 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-12-08
• S63 Uniform Securities Agent State Law Examination
  1997-01-03