Lianne Alyssa Castelli

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

• 10/2016 → Present
  Lpl Financial, Llc
  Waltham, MA
• 09/2015 → 10/2016
  Lincoln Financial Advisors
  Waltham, MA
• 09/2019 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA
• 05/2023 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Other Businesses

1) 02/13/2018 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2018 - 160 hr/mth 2) 9/25/2019 - Integrated Wealth Concepts, LLC - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Registered Admin. - Start Date: 09/01/2019 - 5 Hours Per Month/5 Hours During Securities Trading. 3) 06/22/2022 - No Business Name - Not Investment Related - Home Based - Other - Pet/House Sitting - Start Date - 04/22/2022 - 1 Hours Per Month/ 0 Hours During Securities Trading - Pet sitter.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-15