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Zachary Cole

Integrated Wealth Concepts LLC

West Hollywood, CA

CRD 8077614

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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
CA RA APPROVED_RES 2025-05-02
  • CA RA
    APPROVED_RES
    Since 2025-05-02

Branch Locations

West Hollywood, CA • 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
Underscore West Hollywood CA 04/2025 Present
Integrated Wealth Concepts Llc Waltham MA 04/2025 Present
Whalar West Hollywood CA 11/2022 03/2025
Sixteenth West Hollywood CA 11/2022 03/2025
Slash West Hollywood CA 08/2019 11/2022
Select Management Group West Hollywood CA 08/2018 07/2019
Golin West Hollywood CA 08/2015 07/2018
  • 04/2025 → Present
    Underscore
    West Hollywood, CA
  • 04/2025 → Present
    Integrated Wealth Concepts Llc
    Waltham, MA
  • 11/2022 → 03/2025
    Whalar
    West Hollywood, CA
  • 11/2022 → 03/2025
    Sixteenth
    West Hollywood, CA
  • 08/2019 → 11/2022
    Slash
    West Hollywood, CA
  • 08/2018 → 07/2019
    Select Management Group
    West Hollywood, CA
  • 08/2015 → 07/2018
    Golin
    West Hollywood, CA
Other Businesses

04/2025 - UNDERSCORE - TALENT MANAGER - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

View on SEC IAPD

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