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Inactive

Eric Carey

Integrated Wealth Concepts LLC

Waltham, MA

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Current Employers
Integrated Wealth Concepts Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-09-16
  • MA RA
    APPROVED
    Since 2024-09-16

Branch Locations

200 5Th Avenue Suite 4010, Waltham, MA 02451 • 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
Integrated Wealth Concepts Llc Waltham MA 08/2024 Present
Lpl Financial Waltham MA 08/2024 Present
Summit Partners Boston MA 05/2022 08/2024
Pwc Boston MA 07/2020 04/2022
Restivo Monacelli Llp Providence RI 01/2019 03/2020
Bryant University Smithfield RI 09/2015 05/2020
  • 08/2024 → Present
    Integrated Wealth Concepts Llc
    Waltham, MA
  • 08/2024 → Present
    Lpl Financial
    Waltham, MA
  • 05/2022 → 08/2024
    Summit Partners
    Boston, MA
  • 07/2020 → 04/2022
    Pwc
    Boston, MA
  • 01/2019 → 03/2020
    Restivo Monacelli Llp
    Providence, RI
  • 09/2015 → 05/2020
    Bryant University
    Smithfield, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-03
  • S65 Uniform Investment Adviser Law Examination
    2024-09-03

View on SEC IAPD

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