Andrea Chillak

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

• 11/2013 → Present
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
• 02/2023 → Present
  Integrated Wealth Concepts, Llc
  Waltham, MA

Previous Registrations

• 2021-01-26 → 2023-03-31
  Laurel Wealth Advisors, Inc.
  Encinitas, CA
  Solana Beach, CA
• 2013-11-07 → 2020-12-31
  Laurel Wealth Advisors, Inc.
  Solana Beach, CA
  Encinitas, CA
• 2009-06-01 → 2013-11-14
  Morgan Stanley
  La Jolla, CA
  La Jolla, CA
• 1997-07-08 → 2009-06-01
  Citigroup Global Markets Inc.
  La Jolla, CA
  La Jolla, CA

Other Businesses

1. Andrea J. Chillak has been licensed in the state of California since 1986 as an insurance agent soliciting, offering, and selling life, fixed & variable contracts, and long-term care products (CA Insurance License # OA17832)(i.e., American General Life Insurance Company). She spends less than 5 hours a month on this activity (generally outside of trading hours). 2. 02/01/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: LAUREL WEALTH ADVISORS - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 02/01/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-07-20
• S63 Uniform Securities Agent State Law Examination
  1985-05-03

Other Names

• Andrea Jean Simmons