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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 | 2024-01-24 |
| RI | RA | APPROVED | 2024-01-01 |
Branch Locations
195 Chestnut Street, North Attleboro, MA 02760 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2016 | 10/2016 |
| Taylor & Company Pc | North Attleboro | MA | 01/2015 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 12/2023 | Present |
01/2015 - TAYLOR & COMPANY PC - PARTNER - CPA PRACTICE - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-21 |
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