Eric Karl Bressman

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

• 07/2014 → 11/2020
  Lpl Financial Llc
  Fairfax, VA
• 08/2014 → 04/2019
  Davinci Financial Designs Llc
  Fairfax, VA
• 04/2019 → Present
  Integrated Wealth Concepts, Llc
  Fairfax, VA

Previous Registrations

• 2014-08-01 → 2019-04-26
  Davinci Financial Designs
  Columbia, SC
  Fairfax, VA
• 2005-09-02 → 2014-08-04
  First Command Brokerage Services, Inc.
  Virginia Beach, VA
  Fairfax, VA
  Alexandria, VA
  Alexandria, VA
  Arlington, VA
  Virginia Beach, VA
• 2005-03-15 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Other Businesses

1. 07/31/2014 - Bressman Inc - INV REL - pass through entity - 10% TIME SPENT - Business Entity For Tax/Investment Purposes Only 2. 5/14/2019 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 04/24/2019 - 160 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 04/2019. I expect to spend approximately 160 hours per month 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. 3. 6/11/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 04/24/2019 - 160 Hours Per Month/40 Hours During Securities Trading. 4. 8/8/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Phoenix Wealth Strategies - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 08/01/2019 - 160 Hours Per Month/160 Hours During Securities Trading. 5. 8/27/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Insurance Agent - Started 07/01/2019 - 10 Hours Per Month During Securities Trading. 6. 02/03/2022 - Phoenix Wealth Strategies, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 02/03/2022 - 1 Hour Per Month During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-11-30
• S63 Uniform Securities Agent State Law Examination
  2004-02-13

Designations

• Certified Financial Planner