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Ajay Narang

Integrated Wealth Concepts LLC

Salem, MA

CRD 7451273

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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
MA RA APPROVED_RES 2021-12-23
  • MA RA
    APPROVED_RES
    Since 2021-12-23

Branch Locations

Salem, MA • 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
Robert A Cooper Cpa Pc Beverly MA 07/2003 Present
Integrated Wealth Concepts Waltham MA 10/2021 Present
  • 07/2003 → Present
    Robert A Cooper Cpa Pc
    Beverly, MA
  • 10/2021 → Present
    Integrated Wealth Concepts
    Waltham, MA
Other Businesses

07/2003 - ROBERT A COOPER CPA, PC - NON-INV RELATED - CPA - 160 HOURS PER MONTH - AT REPORTED LOCATION BEVERLY, MA

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