Rex Austin Berger

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

• 11/2021 → 09/2022
  The Colony Group, Llc
  Boston, MA
• 07/2020 → 11/2021
  Merrill Lynch
  Boston, MA
• 01/2020 → 07/2020
  Northeastern Univ.
  Boston, MA
• 07/2019 → 01/2020
  State Street Bank & Trust
  Boston, MA
• 09/2017 → 04/2022
  Northeastern Univ.
  Boston, MA
• 09/2013 → 08/2017
  The Hun School Of Princeton
  Princeton, NJ
• 09/2022 → 02/2023
  The Colony Group, Llc
  Boston, MA
• 02/2023 → 12/2024
  Claro Advisors, Llc
  Boston, MA
• 09/2024 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2023-02-15 → 2024-12-02
  Claro Advisors Inc.
  Boston, MA
• 2022-10-04 → 2023-04-04
  Focus Partners Wealth, Llc
  Wellesley, MA

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. 01/2025 - RENTAL PROPERTY - LANDLORD - NON-INV REL - AT REPORTED LOCATION - LESS THAN 5% OF TIME SPENT 08/2025 - 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

• S65 Uniform Investment Adviser Law Examination
  2022-09-20