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Integrated Wealth Concepts LLC CRD 284656
$23.6B regulatory AUM 875 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2021-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liquid Capital Inc | Norwell | MA | 01/2018 | 01/2021 |
| Fidelity Investments | Smithfield | RI | 11/2015 | 01/2018 |
| Commonwealth Financial Network | Waltham | MA | 12/2017 | 01/2021 |
| Integrated Wealth Concepts. Llc | Waltham | MA | 01/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-14 |
| S65 | Uniform Investment Adviser Law Examination | 2016-12-29 |
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