Robert S Single

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

• 09/2016 → 11/2020
  Edward Jones
  St Louis, MO
• 12/2020 → Present
  Prism Financial Strategies, Llc
  Denver, CO
• 05/2023 → Present
  Integrated Wealth Concepts Llc
  Waltham, MA

Previous Registrations

• 2020-12-01 → 2023-12-14
  Prism Financial Strategies, Llc
  Englewood, CO
• 2017-01-20 → 2020-10-02
  Edward Jones
  Glendale, CO
  Denver, CO
  Denver, CO
  St Louis, MO
  Denver, CO

Other Businesses

Petroleum Geologist Type of business: Royalty and working interest Denver, CO Start date: 6/1/1987 Independent Hours per week: 1 Hours during trading: 0 Maintaining records for tax purposes Rental Property Denver, CO Start date: 6/1/2004 Landlord Hours per week: 1 Hours during trading: 0 Maintain 1-bedroom condo 05/2023 - INTEGRATED WEALTH CONCEPTS, LLC - DBA: PRISM FINANCIAL STRATEGIES LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) - REGISTERED INVESTMENT ADVISOR DBA - IAR - STARTED 05/10/2023 - 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-22

Other Names

• Robert Single