Brandon Thomas Franco

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

• 09/2014 → 05/2018
  Providence College
  Providence, RI
• 06/2017 → 08/2017
  Putnam Investments
  Boston, MA
• 06/2018 → 07/2024
  Morgan Stanley
  Boston, MA
• 07/2024 → 11/2024
  Claro Advisors, Llc
  Boston, MA
• 09/2024 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2024-08-02 → 2024-12-02
  Claro Advisors Inc.
  Boston, MA
• 2019-05-24 → 2024-07-30
  Morgan Stanley
  Boston, MA
  Boston, 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.

Exams

• S66 Uniform Combined State Law Examination
  2019-05-24

Other Names

• Brandon Franco