Matthew Stack

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

• 06/2018 → 01/2020
  Modera Wealth Management, Llc
  Westwood, NJ
• 08/2017 → 05/2018
  Democrasales
  Philadelphia, PA
• 08/2011 → 07/2017
  S & P Global
  New York, NY
• 02/2020 → 01/2022
  Evercore Group Llc
  New York, NY
• 01/2022 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2019-04-29 → 2020-01-27
  Modera Wealth Management, Llc
  Westwood, NJ

Other Businesses

1. 01/11/2022 - Integrated Wealth Concepts LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/11/2021 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Integrated Wealth Concepts LLC, an independent investment advisor firm. I started this business activity in 01/11/2022. 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. 2. 1/10/2021: CONSULTING SERVICES - NON-INV RELATED - AT REPORTED LOCATION(S) - LESS THAN 5% TIME SPENT.

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-02-28

Designations

• Certified Financial Planner