Peter Randall Zierhut

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

• 01/2004 → Present
  Self Employed
  Irvine, CA
• 08/2010 → Present
  Peter Zierhut
  Irvine, CA
• 07/2014 → Present
  Lpl Financial Llc
  Newport Beach, CA
• 07/2014 → 02/2021
  Level Four Advisory Services
  Newport Beach, CA
• 03/2021 → Present
  Integrated Wealth Concepts, Llc
  Newport Beach, CA

Previous Registrations

• 2014-07-29 → 2021-02-26
  Level Four Advisory Services
  Irvine, CA
  Dallas, TX
  Irvine, CA
  Newport Beach, CA
• 2007-08-16 → 2014-07-28
  Voya Financial Advisors, Inc.
  San Gabriel, CA
  San Gabriel, CA
  Windsor, CT
  Windsor, CT
  Irvine, CA
• 2000-11-07 → 2007-08-03
  Cetera Investment Services Llc
  Irvine, CA
  Irvine, CA

Other Businesses

1) 07/24/2014 - LEVEL FOUR INSURANCE SERVICES, LLC/ NON-VARIABLE INSURANCE/ 40%/ 2) 07/24/2014 - OWNER OF REAL PROPERTY/ REAL ESTATE RENTAL/ 1%/ IRVINE, CA 3) 07/24/2014 - FAMILY OFFICE/ FAMILY OFFICE/ 20%/ IRVINE, CA 4) 07/24/2014 - CONSOLIDATED MARKETING GROUP, INC./ NON-VARIABLE INSURANCE/ 33%/ IRVINE, CA 5) 07/24/2014 - CMG INTERNATIONAL WEALTH MANAGEMENT GROUP/ NON-VARIABLE INSURANCE/ 10%/ IRVINE, CA 6) 07/24/2014 - ZIERHUT INSURANCE SERVICES, INC/ NON-VARIABLE INSURANCE/ 50%/ IRVINE, CA 7) 2/17/2021 - The Reserve Investments, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 02/05/2021 - 160 Hours Per Month/140 Hours During Securities Trading. 8) 3/23/2021 - Integrated Wealth Concepts - DBA: (Hybrid) The Reserve Investments - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 03/15/2021 - 160 Hours Per Month/160 Hours During Securities Trading. 9) 3/23/2021 - Integrated Wealth Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 03/15/2021 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 03/2021. 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. 10) 3/24/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/15/2021 - 15 Hours Per Month/15 Hours During Securities Trading. 11) 3/24/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Financial Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/15/2021 - 15 Hours Per Month/15 Hours During Securities Trading. 12) 3/24/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - IAR - Start Date: 03/15/2021 - 10 Hours Per Month/10 Hours During Securities Trading. 13) 3/24/2021 - Integrated Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - IAR - Start Date: 03/15/2021 - 15 Hours Per Month/15 Hours During Securities Trading. 14) 5/4/2021 - Integrated Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading. 15) 5/5/2021 - Integrated Wealth Concepts - DBA: (Hybrid) Integrated Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 05/01/2021 - 1 Hour Per Month/1 Hour During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2000-10-12
• S63 Uniform Securities Agent State Law Examination
  1985-05-24

Other Names

• Randy Zierhut
• Peter R Zierhut