Aaron Tsatskis

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

Authority	Category	Status	Date
MA	RA	APPROVED	2026-04-23

MA RA
APPROVED

Since 2026-04-23

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

Organization	City	State	From	To
Integrated Wealth Concepts Llc	Waltham	MA	04/2026	Present
Lpl Financial	Waltham	MA	10/2024	Present
Student	Chestnut Hill	MA	01/2016	09/2024

04/2026 → Present

Integrated Wealth Concepts Llc

Waltham, MA
10/2024 → Present

Lpl Financial

Waltham, MA
01/2016 → 09/2024

Student

Chestnut Hill, MA

Other Businesses

04/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: INTEGRATED FINANCIAL PARTNERS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - 80 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-07

S65 Uniform Investment Adviser Law Examination

2025-05-07

View on SEC IAPD

Employer firm

Current Employers

Integrated Wealth Concepts Llc

Disclosures

Employment History

Other Businesses

Exams

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