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Chirag Shah

Integrated Wealth Concepts LLC

Needham, MA

CRD 7353286

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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:

Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED_RES 2021-08-04
  • MA RA
    APPROVED_RES
    Since 2021-08-04

Branch Locations

Needham, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ophthalmic Consultants Of Boston Boston MA 07/2010 Present
Integrated Wealth Concepts, Llc Waltham MA 03/2021 Present

View on SEC IAPD

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