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Christie Marotta

Integrated Wealth Concepts LLC

New Bedford, MA

CRD 7784001

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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 2023-07-25
  • MA RA
    APPROVED_RES
    Since 2023-07-25

Branch Locations

128 Union Street Suite 201, New Bedford, MA 02740 • 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
Jardim & Marotta Llc New Bedford MA 01/2016 Present
Integrated Wealth Concepts Llc Waltham MA 07/2023 Present
Other Businesses

01/2016 - JARDIM & MAROTTA LLC - PARTNER/CPA - NON-INV RELATED - AT REPORTED LOCATION(S) - 160 HOURS PER MONTH/160 HOURS PER SECURITIES TRADING HOURS

View on SEC IAPD

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Nearby Investors

TRAVIS JAMES SOUSA
Jackson Wellman
Shilah Ashley Tate

Nearby Offices

CITIZENS SECURITIES, INC. · NEW BEDFORD, MA
CETERA INVESTMENT ADVISERS LLC · NEW BEDFORD, MA
CLARITY RETIREMENT & WEALTH, LLC · NEW BEDFORD, MA

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