Christopher C. Medeiros

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

• 01/2012 → 03/2022
  Massachusetts Department Of Corrections
  Bridgewater, MA
• 11/2021 → 09/2023
  American United Life
  Cranston, RI
• 03/2022 → 09/2023
  Oneamerica Securities
  Cranston, RI
• 09/2023 → 09/2023
  Ameriprise Financial Services
  Providence, RI
• 03/2020 → 03/2020
  Ameriprise Financial Services, Llc
  Providence, RI
• 09/2023 → 01/2026
  Ameriprise Financial Services, Llc.
  Providence, RI
• 01/2026 → Present
  Lpl Financial
  Cranston, RI
• 01/2026 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2023-09-07 → 2026-01-08
  Ameriprise Financial Services, Llc
  Providence, RI
  Warren, RI
• 2022-05-10 → 2023-09-18
  Oneamerica Securities, Inc.
  Indianapolis, IN
  Providence, RI

Other Businesses

1-01/2026 / Non-Variable Insurance / INVESTMENT RELATED / 20 HRS MNTHS / 20 HRS DURING TRADING / START 12/02/2025 2-01/2026 / Integrated Partners / DBA for LPL Business (entity for LPL business) / INVESTMENT RELATED / START 12/02/2025 3-01/2026 / Integrated Financial Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / 80 HRS MNTH / 80 HRS DURING TRADING / AT RPRT LOCATION/ START 12/02/2025 4 - 01/21/2026 - Integrated Wealth Concepts LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/02/2025 - 80 hours per month/ during trading - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 1/2026. 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. 5- 01/21/2026 - Integrated Financial Partners - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/02/2025 - 80 hours per month/ during trading 6- 01/21/2026 - Integrated Partners - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/02/2025 - 0 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2022-05-09

Other Names

• Christopher Carreiro Medeiros
• Christopher Medeiros
• Christopher C Medeiros
• Christopher C. Medeiros