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Integrated Wealth Concepts LLC CRD 284656
$23.6B regulatory AUM 875 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-01-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercury Business Associates | Stamford | CT | 06/2005 | Present |
| Integrated Wealth Concepts Llc | Waltham | MA | 01/2026 | Present |
06/2005 - ACCOUNTING SERVICES - OWNER - MERCURY BUSINESS ASSOCIATES - NON-INV REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH PER SECURITIES TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-24 |
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