Christopher Carl Cavallaro

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

• 12/2003 → 09/2016
  Lincoln Financial Advisors Corp
  Waltham, MA
• 10/2016 → Present
  Lpl Financial Llc
  Waltham, MA
• 10/2016 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2003-12-12 → 2016-10-19
  Osaic Fa, Inc.
  Waltham, MA
  Waltham, MA
• 1994-04-14 → 2003-12-01
  Veravest Investment Advisors, Inc.
  Waltham, MA

Other Businesses

(1) 10/07/2016: Chris Cavallaro - Non-Variable Insurance - Investment Related - 234 Meadow Neck Rd East Falmouth, MA 02536 - 1 Hr/Mo; 0 Hour(s) During Securities Trading; 1% Time Spent - Life, LTC, health and disability, fixed (2) 10/07/2016: Chris Cavallaro - Real Estate Rental - Investment Related - 234 Meadow Neck Rd East Falmouth, MA 02536 - Start 10/06/2016 - 30 Hr/Mo; 0 Hour(s) During Securities Trading; 30% Time Spent (3) 10/07/2016: Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (5) 10/26/2016: Integrated Wealth Concepts - Registered Investment Advisor Hybrid - (Hybrid) Integrated Wealth Concepts - Investment Related - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 160 Hr/Mo; 8 Hour(s) During Securities Trading; 100% Time Spent - I provide investment advisory services through Integrated Wealth Concepts, an independent investment advisor firm. I started this business activity in October 2016. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (6) 11/01/2016: Integrated Wealth Concepts - Registered Investment Advisor DBA - DBA: (Hybrid) Integrated Financial Partners - Investment Related - 300 Fifth Ave. 3rd Floor Waltham, MA 02451 - 160 Hr/Mo; 8 Hour(s) During Securities Trading; 100% Time Spent. (7) 9/13/2017: Templar Holdings LLC - Investment Related - Mashpee, MA - Real Estate Rental - Started 05/14/2017 - 20 Hours Per Month/0 Hours During Securities Trading. (8) 9/25/2019 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/01/2019 - 5 Hours Per Month During Securities Trading. (9) 5/3/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 05/01/2021 - 1 Hour Per Month During Securities Trading. (10) 11/02/2022 - Integrated Wealth Concepts - DBA: Nash Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 10/01/2022 - 5 Hours Per Month/5 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-18
• S63 Uniform Securities Agent State Law Examination
  1991-03-08