Ashley G Ferretti

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

Authority	Category	Status	Date
VA	RA	APPROVED	2025-06-06

VA RA
APPROVED

Since 2025-06-06

Branch Locations

555 Belaire Avenue #140, Chesapeake, VA 23320 • 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

Organization	City	State	From	To
Sonic Drive-In	Moyock	NC	08/2017	07/2018
Plato's Closet	Chesapeake	VA	07/2018	09/2020
Grain	Norfolk	VA	09/2020	07/2021
Famous Uncle Al's	Norfolk	VA	07/2021	07/2023
Integrated Financial Partners	Chesapeake	VA	07/2023	06/2025
Lpl Financial, Llc	Chesapeake	VA	11/2024	Present
Currituck County Highschool	Currituck	NC	07/2014	08/2018
Unemployed	Currituck	NC	07/2014	08/2018
Integrated Wealth Concepts Llc	Chesapeake	VA	06/2025	Present

08/2017 → 07/2018

Sonic Drive-In

Moyock, NC
07/2018 → 09/2020

Plato's Closet

Chesapeake, VA
09/2020 → 07/2021

Grain

Norfolk, VA
07/2021 → 07/2023

Famous Uncle Al's

Norfolk, VA
07/2023 → 06/2025

Integrated Financial Partners

Chesapeake, VA
11/2024 → Present

Lpl Financial, Llc

Chesapeake, VA
07/2014 → 08/2018

Currituck County Highschool

Currituck, NC
07/2014 → 08/2018

Unemployed

Currituck, NC
06/2025 → Present

Integrated Wealth Concepts Llc

Chesapeake, VA

Other Businesses

1 - 11/20/2024 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s) Start date: 09/01/2022 - 80 Hours/Month - 20 Hours During Trading 2) 04/21/2025 - Livenation - Investment Related - Other - Part Time Bartending - Virginia Beach, VA - Start Date:05/10/2025 - 20 Hrs/Mth - 0 Hrs During Trading. 3) 06/18/2025 - Integrated Wealth Concepts, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:06/01/2025 - 80 Hrs/Mth - 80 Hrs During Trading.I provide investment advisory services through INTEGRATED WEALTH CONCEPTS LLC, an independent investment advisor firm. I started this business activity in 6/2025. I expect to spend approximately 80 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. 4) 06/18/2025 - INTEGRATED FINANCIAL PARTNERS - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:06/01/2025 - 80 Hrs/Mth - 80 Hrs During Trading. 5) 06/18/2025 - INTEGRATED PARTNERS - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/01/2025 - 1 Hrs/Mth - 1 Hrs During Trading. 6) 06/18/2025 - INTEGRATED PARTNERS - Investment Related -Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:06/01/2025 - 1 Hrs/Mth - 1 Hrs During Trading.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-02

S66 Uniform Combined State Law Examination

2024-10-02

View on SEC IAPD