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Integrated Wealth Concepts LLC CRD 284656
$23.6B regulatory AUM 875 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
200 5Th Avenue 4Th Floor, Waltham, MA 02451 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED_RES | 2017-11-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kaplansky Insurance Agency, Inc | Needham | MA | 06/1974 | Present |
CEO at Kaplansky Insurance located at 10 Kearney Rd Needham, MA 02494 since 1974. Approximately 40 hours a week, some during trading hours. Not investment related, this OBA involves insurance.
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