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Matthew Steelman

Integrated Wealth Concepts LLC

Irvine, CA

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Current Employers
Integrated Wealth Concepts Llc

200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

2050 Main Street Suite 1300, Irvine, CA 92614 • 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
Integrated Wealth Concepts Llc Waltham MA 11/2023 Present
Windes, Inc Irvine CA 01/2018 Present
Student Los Angeles CA 10/2016 12/2017
Neo@Oglivy Los Angeles CA 05/2015 09/2016
Student Los Angeles CA 06/2011 12/2016
  • 11/2023 → Present
    Integrated Wealth Concepts Llc
    Waltham, MA
  • 01/2018 → Present
    Windes, Inc
    Irvine, CA
  • 10/2016 → 12/2017
    Student
    Los Angeles, CA
  • 05/2015 → 09/2016
    Neo@Oglivy
    Los Angeles, CA
  • 06/2011 → 12/2016
    Student
    Los Angeles, CA
Other Businesses

01/2018 - WINDES, INC - CPA - NON-INV RELATED - AT REPORT LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-15
  • S65 Uniform Investment Adviser Law Examination
    2021-12-15

View on SEC IAPD

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Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
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