Samuel Joseph Diarbakerly

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

• 06/2016 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, MA
• 11/2017 → 02/2022
  Bank Of America, N.A.
  Burlington, MA
• 02/2022 → 11/2024
  Claro Advisors, Llc
  Boston, MA
• 10/2024 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2022-02-15 → 2024-12-02
  Claro Advisors Inc.
  Boston, MA
• 2017-07-26 → 2022-02-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Burlington, MA
  Coral Gables, FL

Other Businesses

09/2024 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: GENERATION CAPITAL WEALTH - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 09/26/2024 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 05/2026 - BUSINESS CONSULTING - CONSULTANT - INV RELATED - AT REPORTED LOCATION(S) - LESS THAN 1% OF TIME SPENT/LESS THAN 1% OF TIME SPENT DURING SECURITIES HOURS

Exams

• S66 Uniform Combined State Law Examination
  2017-07-24

Other Names

• Samuel Diarbakerly
• Samuel Joseph Diarbakerly