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Ruslan Burshteyn

Integrated Wealth Concepts LLC

Stow, MA

CRD 7747020

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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
MA RA APPROVED_RES 2023-05-24
  • MA RA
    APPROVED_RES
    Since 2023-05-24

Branch Locations

636 Great Road, Stow, MA 01775 • 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 05/2023 Present
Stowbrook Business Solutions, Llc Stow MA 06/2016 Present
Other Businesses

01/2016 - STOWBROOK BUSINESS SOLUTIONS - ACCOUNTING SERVICES - INV-REL - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

View on SEC IAPD

Nearby Firms

OKEMO CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES

Nearby Investors

ADAM JOSEPH SUREAU
STEPHEN PAUL PIOTTE
Tristan Bezzant

Nearby Offices

OKEMO CAPITAL MANAGEMENT, LLC · STOW, MA
CETERA INVESTMENT ADVISERS LLC · STOW, MA
EDWARD JONES · MAYNARD, MA

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