Taylor Alexander Nissi

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

• 01/2014 → 04/2018
  Wells Fargo Advisors
  Westport, CT
• 04/2018 → 06/2024
  Pleasant Street Wealth Advisors, Llc
  White Plains, NY
• 06/2024 → 07/2026
  Farther Finance Advisors
  White Plains, NY
• 07/2026 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2024-06-04 → 2026-07-02
  Farther
  San Francisco, CA
  White Plains, NY
• 2018-04-30 → 2024-09-10
  Pleasant Street Wealth Advisors, Llc
  White Plains, NY
  Stamford, CT
  White Plains, NY
  Stamford, CT
• 2015-01-09 → 2018-04-30
  Wells Fargo Clearing Services, Llc
  Westport, CT

Other Businesses

Fixed Insurance. Not Investment Related. White Plains, NY. Fixed Insurance. Agent. 11/2018. 4 hours per month, none during trading. Sell fixed insurance. 07/2026 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: PLEASANT STREET WEALTH ADVISORS - INV REL – AT REPORTED BUSINESS LOCATION(S) – REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 07/2026 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2015-01-09

Designations

• Certified Financial Planner