Best Investors Account Sign in
Inactive

Peter Eliot Gaide

Integrated Wealth Concepts LLC

Bennet, NE

CRD 1103567

Claim This Profile
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
CO RA APPROVED 2025-01-27
NE RA APPROVED 2025-01-27
  • CO RA
    APPROVED
    Since 2025-01-27
  • NE RA
    APPROVED
    Since 2025-01-27

Branch Locations

Bennet, NE • 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
Cornerstone Capital Advisors Lakewood CO 03/1994 07/2020
Prism Financial Strategies, Llc Englewood CO 06/2020 06/2023
Integrated Wealth Concepts Waltham MA 06/2023 Present
  • 03/1994 → 07/2020
    Cornerstone Capital Advisors
    Lakewood, CO
  • 06/2020 → 06/2023
    Prism Financial Strategies, Llc
    Englewood, CO
  • 06/2023 → Present
    Integrated Wealth Concepts
    Waltham, MA
Previous Registrations
  • 2020-06-30 → 2023-12-12
    Prism Financial Strategies, Llc
    Englewood, CO
    Bennet, NE
  • 2006-06-30 → 2020-07-08
    Cornerstone Capital Advisors, Inc.
    Englewood, CO
  • 1999-01-01 → 2006-06-30
    Cornerstone Capital Advisors
    Lakewood, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-14
S63 Uniform Securities Agent State Law Examination 1990-12-07
  • S65 Uniform Investment Adviser Law Examination
    1996-02-14
  • S63 Uniform Securities Agent State Law Examination
    1990-12-07

View on SEC IAPD

More in Bennet, NE

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor